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 | $30,117 |
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).
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 | $25,781 | $62,928-59.0% | $172,739-85.1% | $67,579-61.9% |
| Participation rate | 64.8% | 64.5%+0.3pp | 82.6%-17.9pp | 71.3%-6.5pp |
| Annual return | 28.37% | 30.36%-2.0pp | 802.84%-774.5pp | 378.56%-350.2pp |
| Employer contribution / active EE | $1,169 | $1,636-28.6% | $5,143-77.3% | $2,148-45.6% |
| Participant deferral / active EE | $2,196 | $2,145+2.4% | $5,198-57.8% | $3,539-38.0% |
| Admin fee / account holder | $36 | $167-78.4% | $13,954-99.7% | $142-74.7% |