Filed September 17, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP2+ years Service code 11 · EIN 13-4008324 | Actuarial | $21,696 |
ABIP, P.C.2+ years Service code 10 · EIN 76-0689865 | Accounting | $12,750 |
U.S. CAPITAL ADVISORS LLC2+ years Filed as: US CAPITAL ADVISORS Service code 28 4444 WESTHEIMER ROAD · HOUSTON, TX 77027 | Investment Management | $6,500 |
See 1 actuary disclosure with Solo.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $1,867,444-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 11.3%-11.3pp | 4.5%-4.5pp |
| Annual return | 10.65% | 13.95%-3.3pp | 9.84%+0.8pp | 13.95%-3.3pp |
| Employer contribution / active EE | $1,718 | $16,598-89.6% | $50,102-96.6% | $16,598-89.6% |
| Participant deferral / active EE | $0 | $511-100.0% | $612-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $18,647-100.0% | $612-100.0% |