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) | $37,501 |
Service code 10 · EIN 32-0169227 | Accounting | $32,483 |
Filed as: DEMARS PENSION CONSULTING SERVICES, Service code 10 · EIN 48-0890241 | Accounting | $9,749 |
HUTCHINS & HAAKE LLC4+ years Service code 10 · EIN 20-1950909 | Accounting | $6,500 |
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 | $56,636 | $42,548+33.1% | $74,550-24.0% | $56,287+0.6% |
| Participation rate | 86.5% | 60.5%+26.1pp | 69.1%+17.4pp | 69.9%+16.7pp |
| Annual return | -6.49% | 12.40%-18.9pp | 32.53%-39.0pp | -9.96%+3.5pp |
| Employer contribution / active EE | $1,629 | $855+90.5% | $1,961-16.9% | $2,111-22.8% |
| Participant deferral / active EE | $5,377 | $2,277+136.1% | $3,108+73.0% | $3,350+60.5% |
| Admin fee / account holder | $382 | $467-18.3% | $5,060-92.5% | $521-26.7% |