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) | $40,150 |
Service code 10 · EIN 32-0169227 | Accounting | $27,724 |
Filed as: DEMARS PENSION CONSULTING SERVICES, Service code 10 · EIN 48-0890241 | Accounting | $15,664 |
HUTCHINS & HAAKE LLC5+ years Service code 10 · EIN 20-1950909 | Accounting | $7,000 |
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 | $75,181 | $49,138+53.0% | $84,015-10.5% | $65,185+15.3% |
| Participation rate | 85.7% | 60.7%+25.0pp | 69.0%+16.7pp | 70.2%+15.5pp |
| Annual return | 25.18% | 23.00%+2.2pp | 71.31%-46.1pp | 29.38%-4.2pp |
| Employer contribution / active EE | $1,517 | $914+66.0% | $1,983-23.5% | $2,177-30.3% |
| Participant deferral / active EE | $5,157 | $2,397+115.2% | $3,239+59.2% | $3,514+46.8% |
| Admin fee / account holder | $440 | $543-19.1% | $6,101-92.8% | $847-48.1% |