Filed December 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 9-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 |
|---|---|---|
ACUFF & ASSOCIATES, INC.4+ years Service code 11 · EIN 62-1477251 210 WESTWOOD PLACE, SUITE 100 · BRENTWOOD, TN 37027 | Actuarial | $27,966 |
DIVERISFIED TRUST COMPANY2 years Service code 21 · EIN 61-3368904 | Bank Trustee | $27,248 |
LBMC, PC1 year Filed as: LBMC, P.C Service code 10 · EIN 62-1199757 | Accounting | $9,200 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $38,077-100.0% | $143,222-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 58.2%-58.2pp | 57.6%-57.6pp | 13.0%-13.0pp |
| Annual return | -1.25% | 8.86%-10.1pp | 8.97%-10.2pp | 13.59%-14.8pp |
| Employer contribution / active EE | $8,692 | $8,919-2.5% | $37,026-76.5% | $14,592-40.4% |
| Participant deferral / active EE | $74 | $774-90.5% | $1,023-92.8% | $67+10.0% |
| Admin fee / account holder | $0 | $2,716-100.0% | $2,546-100.0% | $29,657-100.0% |