Filed October 15, 2025
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 12 · EIN 13-3689044 | Participant communication; Shareholde... | $85,744 |
USI CONSULTING GROUP2+ years Filed as: KIBBLE & PRENTICE Service code 27 · EIN 91-1176315 | Advisory (Plan) | $35,000 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,970 | $63,905-18.7% | $74,183-29.9% | $57,658-9.9% |
| Participation rate | 98.7% | 79.8%+18.9pp | 76.6%+22.0pp | 70.2%+28.4pp |
| Annual return | 8.39% | 60.60%-52.2pp | 17.74%-9.3pp | 5.13%+3.3pp |
| Employer contribution / active EE | $2,442 | $1,840+32.7% | $2,370+3.0% | $1,974+23.7% |
| Participant deferral / active EE | $5,143 | $3,448+49.2% | $3,550+44.9% | $3,061+68.0% |
| Admin fee / account holder | $222 | $91+143.7% | $5,586-96.0% | $95+134.8% |