Filed May 18, 2026
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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.
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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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $161,077 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $73,197 |
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 | $112,652 | $129,021-12.7% | $184,203-38.8% | $77,643+45.1% |
| Participation rate | 91.5% | 87.3%+4.2pp | 86.8%+4.7pp | 70.6%+20.9pp |
| Annual return | 22.76% | 33.27%-10.5pp | 28.81%-6.0pp | 31.24%-8.5pp |
| Employer contribution / active EE | $9,613 | $4,413+117.8% | $6,427+49.6% | $2,726+252.7% |
| Participant deferral / active EE | $13,820 | $7,297+89.4% | $9,131+51.3% | $4,647+197.4% |
| Admin fee / account holder | $273 | $254+7.5% | $13,901-98.0% | $430-36.6% |