Filed June 18, 2026 (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 |
|---|---|---|
MWM CONSULTING GROUP1+ years Filed as: MWM CONSULTING GROUP, INC. Service code 11 · EIN 36-3870584 | Actuarial | $143,804 |
TOPEL FORMAN LLC1+ years Filed as: TOPEL FORMAN, LLC Service code 10 · EIN 36-2469413 | Accounting | $17,500 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $7,902 |
EASTER SEALS1+ years Service code 14 · EIN 36-2171729 | Plan Administrator | $7,176 |
ELLWOOD ASSOCIATES1+ years Service code 27 · EIN 36-3121777 | Advisory (Plan) | $5,675 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $127,229-100.0% | $115,939-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 22.8%-22.8pp | 19.3%-19.3pp | 45.6%-45.6pp |
| Annual return | 10.94% | 3.55%+7.4pp | 3.97%+7.0pp | 4.16%+6.8pp |
| Employer contribution / active EE | $0 | $33,688-100.0% | $28,168-100.0% | $42,916-100.0% |
| Participant deferral / active EE | $0 | $205-100.0% | $274-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $15,835-100.0% | $12,837-100.0% | $21,465-100.0% |