Filed October 10, 2025 (most recent of 10 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $691,109 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $59,833 |
KPMG LLP7 years Service code 10 · EIN 13-5565207 | Accounting | $37,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$390,347 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,699 | $73,283-10.3% | $155,509-57.8% | $106,382-38.2% |
| Participation rate | 91.0% | 73.3%+17.8pp | 78.2%+12.9pp | 69.9%+21.2pp |
| Annual return | 18.89% | 15.77%+3.1pp | 64.67%-45.8pp | 17.37%+1.5pp |
| Employer contribution / active EE | $1,656 | $2,247-26.3% | $4,672-64.6% | $3,364-50.8% |
| Participant deferral / active EE | $4,496 | $4,580-1.8% | $5,626-20.1% | $5,569-19.3% |
| Admin fee / account holder | $23 | $56-58.2% | $15,912-99.9% | $79-70.4% |