Filed January 30, 2026 (most recent of 3 filings on file)
Total covered: 4 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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $18,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,561 | $37,196-44.7% | $154,107-86.7% | $55,725-63.1% |
| Participation rate | 57.1% | 64.1%-7.0pp | 83.0%-26.0pp | 70.9%-13.8pp |
| Annual return | 0.75% | 1319.68%-1318.9pp | 735.12%-734.4pp | 244.93%-244.2pp |
| Employer contribution / active EE | $1,001 | $1,614-38.0% | $5,298-81.1% | $2,078-51.9% |
| Participant deferral / active EE | $1,769 | $2,068-14.5% | $5,081-65.2% | $3,356-47.3% |
| Admin fee / account holder | $23 | $102-76.9% | $13,411-99.8% | $115-79.7% |