Filed May 15, 2026 (most recent of 5 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.
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| Provider | Service type | Compensation |
|---|---|---|
HAND BENEFITS & TRUST COMPANY1+ years Service code 19 · EIN 74-2008758 820 GESSNER ROAD, SUITE 1250 · HOUSTON, TX 77024 | Securities Custodian | $20,781 |
REEDMARK ADVISORS LLC1+ years Filed as: REEDMARK ADVISORS, LLC Service code 27 · EIN 47-2223502 33 WINSLOW DRIVE · MARTINSVILLE, NJ 08836 | Advisory (Plan) | $20,400 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Service code 21 · EIN 59-1237041 220 E NINE MILE ROAD · PENSACOLA, FL 32534 | Bank Trustee | $13,542 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -0.85% | -1.13%+0.3pp | -0.81%0pp | 2.81%-3.7pp |
| Employer contribution / active EE | $0 | $14,981-100.0% | $38,425-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |