Filed August 16, 2025 (most recent of 26 filings on file)
Total covered: 2 employees
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 |
|---|---|---|
AMERICAN FUNDS2 years Service code 15 | Recordkeeping | $203,177 |
MILLIMAN, INC.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $17,033 |
DELOITTE & TOUCHE LLP9+ years Service code 10 · EIN 13-3891517 | Accounting | $9,185 |
MATRIX TRUST COMPANY8 years Service code 21 · EIN 75-3182674 | Bank Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,594 | $44,626+13.4% | $86,188-41.3% | $80,160-36.9% |
| Participation rate | 89.5% | 63.5%+25.9pp | 69.0%+20.5pp | 72.9%+16.5pp |
| Annual return | 19.68% | 19.61%+0.1pp | 1168.45%-1148.8pp | 40.38%-20.7pp |
| Employer contribution / active EE | $1,028 | $1,099-6.5% | $2,380-56.8% | $2,978-65.5% |
| Participant deferral / active EE | $4,685 | $2,769+69.2% | $3,985+17.6% | $5,017-6.6% |
| Admin fee / account holder | $10 | $133-92.3% | $6,852-99.9% | $145-93.0% |