Filed July 8, 2025 (most recent of 2 filings on file)
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 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
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 | $101,169 | $43,423+133.0% | $78,689+28.6% | $55,167+83.4% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 9.11% | 11.53%-2.4pp | 62.18%-53.1pp | 169.23%-160.1pp |
| Employer contribution / active EE | $14,132 | $1,997+607.8% | $2,851+395.8% | $1,963+620.1% |
| Participant deferral / active EE | $9,016 | $2,509+259.4% | $3,517+156.4% | $3,054+195.2% |
| Admin fee / account holder | $1 | $416-99.9% | $4,510-100.0% | $504-99.9% |