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 |
|---|---|---|
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $14,561 |
Filed as: ALLIANT INSURANCE SERIVCES, INC. Service code 11 · EIN 33-0785439 | Actuarial | $12,969 |
US BANK1+ years Service code 21 · EIN 26-6096185 | Bank Trustee | $10,437 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 30-0587659 | Bank Trustee | $9,687 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,526-100.0% | $473,625-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 37.3%-37.3pp | 12.4%-12.4pp |
| Annual return | 169.85% | 14.18%+155.7pp | 20.18%+149.7pp | 9.89%+160.0pp |
| Employer contribution / active EE | $66,488 | $10,771+517.3% | $29,108+128.4% | $14,313+364.5% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $705-100.0% | $2,262-100.0% | $9,084-100.0% |