Filed August 17, 2026 (most recent of 2 filings on file)
Total covered: 112 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT INVT CONSULTING INC Service code 50 · EIN 36-3109431 | Direct Payment | $33,647 |
HEWITT ASSOCIATES LLC2+ years Service code 27 · EIN 36-2235791 | Advisory (Plan) | $32,748 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $28,100 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK, NA Service code 15 · EIN 41-0449260 | Recordkeeping | $11,462 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 5.88% | 45.66%-39.8pp | 5.00%+0.9pp | 11.88%-6.0pp |
| Employer contribution / active EE | $1,164 | $9,637-87.9% | $35,918-96.8% | $14,612-92.0% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |