Filed August 4, 2026
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 |
|---|---|---|
LORD ABBETT7 years Service code 25 PO BOX 219198 · KANSAS CITY, MO 64121 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,442 | $49,915-43.0% | $154,803-81.6% | $74,304-61.7% |
| Participation rate | 91.5% | 54.0%+37.6pp | 78.1%+13.5pp | 60.3%+31.2pp |
| Annual return | 10.91% | 34.06%-23.1pp | 58.88%-48.0pp | 29.43%-18.5pp |
| Employer contribution / active EE | $4,604 | $1,611+185.7% | $4,305+6.9% | $2,241+105.4% |
| Participant deferral / active EE | $1,724 | $2,255-23.5% | $5,540-68.9% | $3,767-54.2% |
| Admin fee / account holder | $9 | $2,189-99.6% | $14,329-99.9% | $2,969-99.7% |