Filed August 25, 2026 (most recent of 5 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
K&L GATES1 year Filed as: K&L GATES LLP Service code 29 · EIN 25-0921018 | Legal | $55,302 |
US BANK2+ years Service code 21 · EIN 26-6096185 | Bank Trustee | $38,286 |
Filed as: WESTERN ASSET MANAGEMENT CO., LLC Service code 27 · EIN 95-2705767 | Advisory (Plan) | $11,769 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 27 · EIN 94-3112180 | Advisory (Plan) | $7,606 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 0.65% | 11.01%-10.4pp | 8.09%-7.4pp | 7.65%-7.0pp |
| Employer contribution / active EE | $20,250 | $13,413+51.0% | $28,732-29.5% | $20,599-1.7% |
| Participant deferral / active EE | $0 | $0 | $7-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |