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.
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 | $106,517 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $95,383 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $205,777 | $100,801+104.1% | $149,696+37.5% | $73,409+180.3% |
| Participation rate | 93.6% | 77.7%+15.9pp | 82.5%+11.1pp | 72.2%+21.4pp |
| Annual return | 18.54% | 265.34%-246.8pp | 276.60%-258.1pp | 59.29%-40.7pp |
| Employer contribution / active EE | $2,530 | $3,312-23.6% | $4,644-45.5% | $2,234+13.3% |
| Participant deferral / active EE | $11,314 | $6,404+76.7% | $6,842+65.4% | $3,805+197.3% |
| Admin fee / account holder | $370 | $181+104.9% | $9,309-96.0% | $158+134.6% |