Filed June 27, 2025 (most recent of 3 filings on file)
Total covered: 6 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $67,412 |
Service code 16 · EIN 92-2678185 | Consulting | $36,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,846 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,192 | $131,799-6.5% | $200,582-38.6% | $85,563+44.0% |
| Participation rate | 93.6% | 87.9%+5.7pp | 86.9%+6.7pp | 66.0%+27.6pp |
| Annual return | 17.15% | 21.59%-4.4pp | 42.33%-25.2pp | 31.51%-14.4pp |
| Employer contribution / active EE | $3,589 | $4,532-20.8% | $6,419-44.1% | $2,654+35.3% |
| Participant deferral / active EE | $4,370 | $7,702-43.3% | $9,331-53.2% | $4,375-0.1% |
| Admin fee / account holder | $171 | $235-27.4% | $16,305-99.0% | $834-79.5% |