Filed January 16, 2026 (most recent of 3 filings on file)
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 |
|---|---|---|
NATIONAL REAL ESTATE ADVISORS, LLC11+ years Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $20,571,326 |
ADMINISTRATIVE FIDUCIARY SERVICES11+ years Filed as: ADMINISTRATIVE STAFF Service code 30 · EIN 53-0181657 | Direct payment from the plan; Employe... | $9,680,928 |
RCP ADVISORS 2, LLC8 years Service code 28 · EIN 45-5510695 | Investment Management | $3,174,748 |
LOOMIS SAYLES11+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $2,898,291 |
PAYDEN & RYGEL11+ years Service code 28 · EIN 95-3921788 | Investment Management | $2,859,204 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $2,583,760 |
XPERIS IT COMPANY11+ years Service code 16 · EIN 47-1728257 | Consulting | $2,474,783 |
THE BANK OF NEW YORK MELLON6 years Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $2,463,542 |
RBC GLOBAL ASSET MANAGEMENT11+ years Service code 28 · EIN 41-1460668 | Investment Management | $2,338,608 |
INVESTMENT STAFF11+ years Service code 30 · EIN 53-0181657 | Direct payment from the plan; Employe... | $1,891,990 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 12.24% | 9.57%+2.7pp | 9.65%+2.6pp | 9.57%+2.7pp |
| Employer contribution / active EE | $2,845 | $8,891-68.0% | $26,259-89.2% | $8,891-68.0% |
| Participant deferral / active EE | $0 | $333-100.0% | $145-100.0% | $333-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |