Filed September 23, 2026
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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 |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE FIDUCIARY Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $5,560 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,926 | $69,763-34.2% | $67,502-32.0% | $74,495-38.4% |
| Participation rate | 95.0% | 71.4%+23.6pp | 72.9%+22.1pp | 67.2%+27.8pp |
| Annual return | 18.46% | -40.34%+58.8pp | 3512.12%-3493.7pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $3,434 | $2,704+27.0% | $2,731+25.8% | $2,623+30.9% |
| Participant deferral / active EE | $5,995 | $3,636+64.9% | $4,000+49.9% | $4,346+38.0% |
| Admin fee / account holder | $38 | $896-95.7% | $3,998-99.0% | $1,942-98.0% |