Filed August 3, 2026 (most recent of 13 filings on file)
Total covered: 57 employees
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| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC3 years Service code 10 · EIN 45-4084437 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Accounting | $17,000 |
PBGC PREMIUM3 years Filed as: PBGC Service code 23 · EIN 52-1042410 445 12TH STREET SW · WASHINGTON, DC 20024 | Insurance services; Other insurance f... | $16,854 |
See 1 actuary disclosure with Solo.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,224-100.0% | $105,290-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 2.1%-2.1pp |
| Annual return | 6.36% | 5.07%+1.3pp | 52.39%-46.0pp | 9.14%-2.8pp |
| Employer contribution / active EE | $0 | $13,307-100.0% | $23,486-100.0% | $19,963-100.0% |
| Participant deferral / active EE | $0 | $0 | $224-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $4,431-100.0% | $200-100.0% |