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 | $119,643 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $107,118 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,588 | $104,317+114.3% | $159,436+40.2% | $86,799+157.6% |
| Participation rate | 94.4% | 77.7%+16.7pp | 82.8%+11.5pp | 72.3%+22.1pp |
| Annual return | 14.98% | 26.32%-11.3pp | 263.57%-248.6pp | 97.91%-82.9pp |
| Employer contribution / active EE | $3,083 | $3,451-10.6% | $4,829-36.2% | $2,405+28.2% |
| Participant deferral / active EE | $10,106 | $6,837+47.8% | $7,352+37.5% | $4,131+144.6% |
| Admin fee / account holder | $412 | $172+139.0% | $10,799-96.2% | $170+142.7% |