Filed September 17, 2026 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
U.S. CAPITAL ADVISORS LLC7+ years Filed as: US CAPITAL ADVISORS Service code 28 4444 WESTHEIMER ROAD · HOUSTON, TX 77027 | Investment Management | $40,782 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $732,694-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 7.1%-7.1pp | 5.6%-5.6pp |
| Annual return | 8.41% | 39.77%-31.4pp | -15.18%+23.6pp | 39.77%-31.4pp |
| Employer contribution / active EE | $0 | $19,959-100.0% | $53,321-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $0 | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $0 | $62-100.0% |