Filed October 13, 2025 (most recent of 16 filings on file)
Total covered: 42 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $114,239 |
Service code 27 · EIN 20-8532658 | Advisory (Plan) | $55,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$223,327 |
Employer contribution per participant 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 | $143,945 | $106,351+35.3% | $105,223+36.8% | $103,975+38.4% |
| Participation rate | 91.6% | 80.0%+11.6pp | 75.0%+16.5pp | 72.5%+19.1pp |
| Annual return | 15.42% | 11.69%+3.7pp | 180.65%-165.2pp | 19.41%-4.0pp |
| Employer contribution / active EE | $1,178 | $5,336-77.9% | $3,689-68.1% | $3,722-68.4% |
| Participant deferral / active EE | $8,534 | $3,221+165.0% | $5,072+68.3% | $5,343+59.7% |
| Admin fee / account holder | -$28 | $316-108.7% | $8,859-100.3% | $332-108.3% |