Filed June 18, 2026 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Recordkeeping fees; Sub-transfer agen... | $33,187 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,070 | $44,794-86.5% | $90,281-93.3% | $77,787-92.2% |
| Participation rate | 44.2% | 66.6%-22.3pp | 73.3%-29.0pp | 73.2%-29.0pp |
| Annual return | 22.84% | 28.23%-5.4pp | 78.10%-55.3pp | 32.57%-9.7pp |
| Employer contribution / active EE | $0 | $1,809-100.0% | $2,854-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $339 | $2,642-87.2% | $3,885-91.3% | $3,967-91.5% |
| Admin fee / account holder | $19 | $94-79.6% | $5,351-99.6% | $100-80.7% |