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 | $107,281 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $73,501 |
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 | $206,041 | $95,274+116.3% | $135,903+51.6% | $74,419+176.9% |
| Participation rate | 88.8% | 78.2%+10.6pp | 81.9%+6.9pp | 70.7%+18.1pp |
| Annual return | 19.45% | 32.77%-13.3pp | 68.23%-48.8pp | 34.38%-14.9pp |
| Employer contribution / active EE | $5,221 | $3,874+34.8% | $4,856+7.5% | $2,637+97.9% |
| Participant deferral / active EE | $11,154 | $7,782+43.3% | $7,758+43.8% | $4,528+146.3% |
| Admin fee / account holder | $321 | $266+20.7% | $10,762-97.0% | $348-7.7% |