Filed January 23, 2026 (most recent of 8 filings on file)
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 |
|---|---|---|
BKD, LLP1 year Filed as: BKD Service code 27 · EIN 11-1000111 190 E CAPITOL ST STE 500 · JACKSON, MS 39201 | Advisory (Plan) | $11,856 |
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $10,044 |
Filed as: VOYA LIFE INSURANCE AND ANNUITY CO Service code 27 | Advisory (Plan) | $10,044 |
Filed as: VOYA RETIREMENT AND ANNUITY Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
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 | $86,838 | $98,982-12.3% | $162,163-46.5% | $65,185+33.2% |
| Participation rate | 88.2% | 85.8%+2.4pp | 87.6%+0.6pp | 70.2%+18.0pp |
| Annual return | 21.35% | 24.84%-3.5pp | 115.59%-94.2pp | 29.38%-8.0pp |
| Employer contribution / active EE | $1,794 | $3,467-48.2% | $5,614-68.0% | $2,177-17.6% |
| Participant deferral / active EE | $3,262 | $5,384-39.4% | $7,298-55.3% | $3,514-7.2% |
| Admin fee / account holder | $52 | $596-91.3% | $10,843-99.5% | $847-93.9% |