Filed January 9, 2026 (most recent of 2 filings on file)
Total covered: 91 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,470 | $88,324-44.0% | $115,037-57.0% | $55,191-10.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | 0.89% | 6.30%-5.4pp | 26.14%-25.3pp | 10.78%-9.9pp |
| Employer contribution / active EE | $7,550 | $2,805+169.2% | $4,608+63.9% | $1,899+297.6% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $59 | $105-44.1% | $8,175-99.3% | $91-35.1% |