Filed November 7, 2025
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $200,515 |
MMA SECURITIES LLC4 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $38,153 |
BRITT & COMPANY CPA LLC1 year Service code 10 · EIN 45-0604259 | Accounting | $13,500 |
ORENDA RETIREMENT, LLC4 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $10,671 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,658 | $50,574+51.6% | $169,368-54.7% | $80,160-4.4% |
| Participation rate | 99.0% | 67.8%+31.2pp | 77.1%+21.9pp | 72.9%+26.1pp |
| Annual return | 19.07% | 22.92%-3.9pp | 405.60%-386.5pp | 40.38%-21.3pp |
| Employer contribution / active EE | $2,524 | $1,693+49.1% | $4,013-37.1% | $2,978-15.2% |
| Participant deferral / active EE | $7,892 | $4,164+89.5% | $6,221+26.9% | $5,017+57.3% |
| Admin fee / account holder | $135 | $107+26.0% | $9,003-98.5% | $145-7.1% |