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 | $111,424 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $80,237 |
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 | $222,037 | $106,028+109.4% | $146,958+51.1% | $77,643+186.0% |
| Participation rate | 92.4% | 78.4%+14.0pp | 82.2%+10.2pp | 70.6%+21.8pp |
| Annual return | 16.82% | 56.73%-39.9pp | 418.34%-401.5pp | 31.24%-14.4pp |
| Employer contribution / active EE | $6,396 | $4,063+57.4% | $4,933+29.7% | $2,726+134.7% |
| Participant deferral / active EE | $12,180 | $7,990+52.4% | $8,070+50.9% | $4,647+162.1% |
| Admin fee / account holder | $327 | $337-3.1% | $12,998-97.5% | $430-24.0% |