Filed August 26, 2025 (most recent of 4 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 |
|---|---|---|
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $21,467 |
VBA BENEFITS CORPORATION1+ years Service code 14 · EIN 54-1741662 | Plan Administrator | $10,723 |
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP - NCS Service code 15 · EIN 41-1737003 | Recordkeeping | $9,360 |
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 | $94,444 | $70,667+33.6% | $123,104-23.3% | $52,331+80.5% |
| Participation rate | 90.9% | 83.7%+7.2pp | 86.8%+4.1pp | 68.1%+22.8pp |
| Annual return | -0.36% | 6.23%-6.6pp | 13.22%-13.6pp | 4.54%-4.9pp |
| Employer contribution / active EE | $2,256 | $2,946-23.4% | $5,151-56.2% | $1,882+19.9% |
| Participant deferral / active EE | $4,185 | $4,493-6.8% | $6,230-32.8% | $3,022+38.5% |
| Admin fee / account holder | $178 | $506-64.9% | $9,015-98.0% | $592-70.0% |