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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $515,923 |
Filed as: THE MONROE VOS CONSULTING GROUP, I Service code 27 · EIN 76-0451829 | Advisory (Plan) | $53,257 |
KPMG LLP5 years Service code 10 · EIN 13-5565207 | Accounting | $42,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$592,768 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $53,101 | $83,057-36.1% | $143,757-63.1% | $89,394-40.6% |
| Participation rate | 94.4% | 74.0%+20.3pp | 80.3%+14.1pp | 71.3%+23.1pp |
| Annual return | -18.71% | -13.97%-4.7pp | -0.04%-18.7pp | -11.89%-6.8pp |
| Employer contribution / active EE | $1,271 | $2,095-39.3% | $4,951-74.3% | $3,022-57.9% |
| Participant deferral / active EE | $4,353 | $4,281+1.7% | $5,637-22.8% | $5,123-15.0% |
| Admin fee / account holder | $1 | $83-98.6% | $14,673-100.0% | $79-98.5% |