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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $416,572 |
Filed as: THE MONROE VOS CONSULTING GROUP Service code 16 · EIN 76-0505838 | Consulting | $51,163 |
KPMG LLP1 year Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $30,000 |
Filed as: PRESORT FIRST CLASS Service code 38 · EIN 73-1202833 | Participant Communication | $6,978 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$193,009 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,709 | $53,565+5.9% | $172,739-67.2% | $82,204-31.0% |
| Participation rate | 94.8% | 69.6%+25.1pp | 82.6%+12.1pp | 73.4%+21.4pp |
| Annual return | 26.21% | 31.42%-5.2pp | 802.84%-776.6pp | 26.31%-0.1pp |
| Employer contribution / active EE | $1,140 | $1,857-38.6% | $5,143-77.8% | $2,707-57.9% |
| Participant deferral / active EE | $3,852 | $3,006+28.2% | $5,198-25.9% | $4,246-9.3% |
| Admin fee / account holder | $24 | $61-60.2% | $13,954-99.8% | $76-67.7% |