Filed September 3, 2026
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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.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $52,534 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,359 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,703 | $50,815-39.6% | $155,509-80.3% | $77,643-60.5% |
| Participation rate | 90.5% | 63.1%+27.4pp | 78.2%+12.3pp | 70.6%+19.9pp |
| Annual return | 15.99% | 34.80%-18.8pp | 64.67%-48.7pp | 31.24%-15.2pp |
| Employer contribution / active EE | $3,145 | $1,993+57.8% | $4,672-32.7% | $2,726+15.4% |
| Participant deferral / active EE | $5,276 | $2,822+87.0% | $5,626-6.2% | $4,647+13.5% |
| Admin fee / account holder | $108 | $437-75.2% | $15,912-99.3% | $430-74.8% |