Filed September 17, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP1+ years Service code 11 · EIN 13-4008324 | Actuarial | $25,780 |
ABIP, P.C.1+ years Service code 10 · EIN 76-0689865 | Accounting | $12,250 |
U.S. CAPITAL ADVISORS LLC1+ years Filed as: US CAPITAL ADVISORS Service code 28 4444 WESTHEIMER ROAD · HOUSTON, TX 77027 | Investment Management | $9,197 |
See 1 actuary disclosure with Solo.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $295,226-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 14.7%-14.7pp | 3.6%-3.6pp |
| Annual return | -2.15% | 11.88%-14.0pp | 4.64%-6.8pp | 11.88%-14.0pp |
| Employer contribution / active EE | $5,021 | $14,612-65.6% | $35,349-85.8% | $14,612-65.6% |
| Participant deferral / active EE | $0 | $518-100.0% | $461-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $343,074-100.0% | $637-100.0% |