Filed February 6, 2026 (most recent of 3 filings on file)
Total covered: 8 employees
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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,296 |
JGD & ASSOCIATES LLP3 years Filed as: JGD AND ASSOCIATES Service code 10 · EIN 95-3132551 | Accounting | $9,750 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$18,371 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,238 | $102,317+37.1% | $146,958-4.6% | $80,856+73.4% |
| Participation rate | 89.9% | 75.8%+14.0pp | 82.2%+7.7pp | 67.6%+22.2pp |
| Annual return | 14.69% | 134.76%-120.1pp | 418.34%-403.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $5,089 | $3,713+37.0% | $4,933+3.2% | $2,755+84.7% |
| Participant deferral / active EE | $17,632 | $6,644+165.4% | $8,070+118.5% | $4,296+310.4% |
| Admin fee / account holder | $8 | $7,941-99.9% | $12,998-99.9% | $6,918-99.9% |