Filed August 1, 2025
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 |
|---|---|---|
BATTLE GROUND ACADEMY1 year Service code 99 · EIN 11-1000111 | Other Fees | $17,176 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MNGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $238 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,537 | $65,322+61.6% | $70,449+49.8% | $73,488+43.6% |
| Participation rate | 82.5% | 77.0%+5.6pp | 75.1%+7.5pp | 70.7%+11.9pp |
| Annual return | 17.16% | 15.71%+1.4pp | 109.03%-91.9pp | 28.51%-11.4pp |
| Employer contribution / active EE | $2,462 | $2,460+0.1% | $2,737-10.0% | $2,270+8.4% |
| Participant deferral / active EE | $3,983 | $3,375+18.0% | $3,709+7.4% | $3,740+6.5% |
| Admin fee / account holder | $121 | $214-43.4% | $3,845-96.8% | $513-76.4% |