Filed November 10, 2025 (most recent of 2 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 |
|---|---|---|
FUND DIRECT ADVISORS4+ years Service code 26 · EIN 27-3584365 | Advisory (Participants) | $38,982 |
Filed as: STANLEY BENEFIT SERVICES INC Service code 15 · EIN 20-4006400 | Recordkeeping | $11,599 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE Service code 19 · EIN 20-0937408 | Securities Custodian | $8,143 |
SMITH KESLER & COMPANY, PA1 year Service code 10 · EIN 57-0641613 | Accounting | $6,345 |
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 | $65,444 | $55,449+18.0% | $83,848-21.9% | $56,287+16.3% |
| Participation rate | 81.6% | 68.0%+13.6pp | 76.1%+5.5pp | 69.9%+11.8pp |
| Annual return | -1.82% | -1.38%-0.4pp | 850.88%-852.7pp | -9.96%+8.1pp |
| Employer contribution / active EE | $1,611 | $2,430-33.7% | $3,631-55.6% | $2,111-23.7% |
| Participant deferral / active EE | $3,384 | $2,935+15.3% | $4,082-17.1% | $3,350+1.0% |
| Admin fee / account holder | $244 | $656-62.8% | $5,478-95.5% | $521-53.1% |