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 CONSULTING2+ years Filed as: AON HEWITT INVT CONSULTING INC Service code 50 · EIN 36-3109431 | Direct Payment | $49,678 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK, NA Service code 15 · EIN 41-0449260 | Recordkeeping | $16,549 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $14,500 |
HEWITT ASSOCIATES LLC3+ years Service code 27 · EIN 36-2235791 | Advisory (Plan) | $13,400 |
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.
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 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 16.85% | 10.93%+5.9pp | 10.16%+6.7pp | 13.95%+2.9pp |
| Employer contribution / active EE | $5,943 | $10,209-41.8% | $33,192-82.1% | $16,598-64.2% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |