Filed October 29, 2025
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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $99,794 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,618 | $136,307+86.1% | $177,821+42.6% | $73,488+245.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 12.75% | 18.68%-5.9pp | 48.32%-35.6pp | 28.51%-15.8pp |
| Employer contribution / active EE | $5,937 | $3,712+59.9% | $5,918+0.3% | $2,270+161.5% |
| Participant deferral / active EE | $9,867 | $5,829+69.3% | $7,714+27.9% | $3,740+163.9% |
| Admin fee / account holder | $441 | $596-26.0% | $12,427-96.5% | $513-14.1% |