Filed January 6, 2026 (most recent of 4 filings on file)
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 |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $298,962 |
COOK STREET CONSULTING9 years Service code 16 5299 DTC BLVD · GREENWOOD VILLAGE, CO 80111 | Consulting | $58,155 |
Filed as: MORGAN STANLEY Service code 16 1585 BROADWAY · NEW YORK, NY 10036 | Consulting | $19,587 |
HOLLAND & KNIGHT7 years Filed as: HOLLAND & HART LLP Service code 28 PO BOX 17283 · DENVER, CO 80217 | Investment Management | $6,433 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Other commissions; Shareholder servic... | $355 |
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 | $135,346 | $76,173+77.7% | $81,382+66.3% | $199,593-32.2% |
| Participation rate | 93.4% | 76.3%+17.1pp | 69.5%+23.9pp | 72.0%+21.4pp |
| Annual return | 12.25% | 15.59%-3.3pp | 24.73%-12.5pp | 34.25%-22.0pp |
| Employer contribution / active EE | $3,991 | $2,792+42.9% | $2,463+62.1% | $3,034+31.5% |
| Participant deferral / active EE | $5,596 | $4,201+33.2% | $3,883+44.1% | $5,087+10.0% |
| Admin fee / account holder | $78 | $146-46.9% | $5,768-98.7% | $269-71.1% |