Filed September 18, 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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 21 · EIN 26-4310632 | Bank Trustee | $77,621 |
SUNTRUST BANKS, INC.3+ years Filed as: SUNTRUST BANK Service code 21 · EIN 53-0116200 25 PARK PLACE · ATLANTA, GA 30303 | Bank Trustee | $65,063 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 33 · EIN 51-0484276 P O BOX 2226 · OMAHA, NE 681032226 | Securities brokerage | $3,507 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $141,322 | $46,173+206.1% | $170,442-17.1% | $69,631+103.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 15.76% | 21.62%-5.9pp | 205.93%-190.2pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $5,969 | $1,610+270.8% | $5,433+9.9% | $2,032+193.7% |
| Participant deferral / active EE | $4,044 | $2,080+94.4% | $4,939-18.1% | $3,224+25.5% |
| Admin fee / account holder | $419 | $116+261.2% | $13,880-97.0% | $110+279.3% |