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 | $102,035 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $75,516 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,445 | $82,202+124.4% | $125,339+47.2% | $64,808+184.6% |
| Participation rate | 90.6% | 77.9%+12.8pp | 82.4%+8.3pp | 71.5%+19.2pp |
| Annual return | -13.67% | 3.48%-17.1pp | 572.05%-585.7pp | 32.82%-46.5pp |
| Employer contribution / active EE | $3,843 | $3,615+6.3% | $4,814-20.2% | $2,506+53.4% |
| Participant deferral / active EE | $11,121 | $7,175+55.0% | $7,446+49.3% | $4,310+158.0% |
| Admin fee / account holder | $327 | $163+100.3% | $10,010-96.7% | $188+74.1% |