Filed January 26, 2026 (most recent of 12 filings on file)
Total covered: 36 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 5-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 37 · EIN 04-2647786 | Loan Processing | $12,444 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,003 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $204,547 | $110,094+85.8% | $151,611+34.9% | $68,494+198.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -19.51% | -10.12%-9.4pp | 3.33%-22.8pp | -7.84%-11.7pp |
| Employer contribution / active EE | $11,430 | $4,471+155.7% | $6,166+85.4% | $2,596+340.3% |
| Participant deferral / active EE | $10,059 | $6,527+54.1% | $8,363+20.3% | $4,027+149.8% |
| Admin fee / account holder | $162 | $7,719-97.9% | $11,616-98.6% | $5,403-97.0% |