Filed June 30, 2026 (most recent of 3 filings on file)
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $41,891 |
SECOND LINE CAPITAL LLC2 years Service code 16 · EIN 92-3387385 | Consulting | $25,869 |
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 | $36,358 | $58,778-38.1% | $129,207-71.9% | $77,643-53.2% |
| Participation rate | 97.5% | 59.2%+38.3pp | 69.6%+27.9pp | 70.6%+26.9pp |
| Annual return | 13.68% | 24.73%-11.1pp | 9417.33%-9403.6pp | 31.24%-17.6pp |
| Employer contribution / active EE | $1,512 | $1,952-22.5% | $4,153-63.6% | $2,726-44.5% |
| Participant deferral / active EE | $4,319 | $3,212+34.4% | $4,168+3.6% | $4,647-7.1% |
| Admin fee / account holder | $181 | $589-69.3% | $7,715-97.7% | $430-57.9% |