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 | $34,986 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,185 | $52,293-42.3% | $178,490-83.1% | $73,409-58.9% |
| Participation rate | 78.5% | 65.3%+13.1pp | 81.9%-3.4pp | 72.2%+6.3pp |
| Annual return | 9.82% | 34.75%-24.9pp | 151.07%-141.2pp | 59.29%-49.5pp |
| Employer contribution / active EE | $1,378 | $1,735-20.6% | $5,011-72.5% | $2,234-38.3% |
| Participant deferral / active EE | $2,370 | $2,332+1.6% | $5,202-54.4% | $3,805-37.7% |
| Admin fee / account holder | $46 | $127-63.8% | $13,984-99.7% | $158-70.8% |