Filed June 24, 2025 (most recent of 4 filings on file)
Total covered: 11 employees
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 5-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 |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $275,089 |
BKD, LLP3 years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $39,000 |
Filed as: FIDUCIARY VEST LLC Service code 27 · EIN 20-2217636 | Advisory (Plan) | $20,000 |
RIVER AND MERCANTILE LLC1 year Filed as: RIVER AND MERCANTILE SOLUTIONS, LLC Service code 16 · EIN 04-3513306 | Consulting | $17,500 |
KUTAK ROCK LLP1 year Filed as: KUTAK ROCK, LLP Service code 17 · EIN 47-0597598 | Pension Consulting | $11,591 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return 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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $289,682-100.0% | $94,563-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | - |
| Annual return | -0.27% | 43.80%-44.1pp | 16.32%-16.6pp | - |
| Employer contribution / active EE | $0 | $11,594-100.0% | $31,806-100.0% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $211-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $0 | - |