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 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $683,527 |
Filed as: CAPTRUST PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $147,790 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $44,373 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $256 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,325 | $164,864-25.8% | $453,369-73.0% | $93,030+31.5% |
| Participation rate | 91.6% | 84.2%+7.4pp | 78.0%+13.6pp | 73.9%+17.7pp |
| Annual return | 16.45% | 17.89%-1.4pp | 64.40%-47.9pp | 158.70%-142.3pp |
| Employer contribution / active EE | $5,514 | $3,519+56.7% | $4,070+35.5% | $2,706+103.8% |
| Participant deferral / active EE | $5,526 | $5,690-2.9% | $6,209-11.0% | $4,562+21.1% |
| Admin fee / account holder | $152 | $104+45.8% | $11,209-98.6% | $152+0.1% |