Filed January 9, 2026
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 |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $33,112 |
Service code 10 · EIN 32-0169227 | Accounting | $23,289 |
Filed as: DEMARS PENSION CONSULTING SERVICES, Service code 10 · EIN 48-0890241 | Accounting | $11,081 |
HUTCHINS & HAAKE LLC3+ years Service code 10 · EIN 20-1950909 | Accounting | $6,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,563 | $51,466+17.7% | $78,778-23.1% | $62,292-2.8% |
| Participation rate | 97.1% | 59.8%+37.3pp | 69.2%+27.9pp | 69.5%+27.6pp |
| Annual return | 15.35% | 19.96%-4.6pp | 35.62%-20.3pp | 28.90%-13.5pp |
| Employer contribution / active EE | $1,471 | $827+77.8% | $1,986-25.9% | $2,042-28.0% |
| Participant deferral / active EE | $4,673 | $2,147+117.6% | $2,958+58.0% | $3,169+47.4% |
| Admin fee / account holder | $352 | $489-28.1% | $5,134-93.2% | $479-26.7% |