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 | $103,641+38.9% | $107,525+33.9% | $102,872+39.9% |
| Participation rate | 91.6% | 79.4%+12.2pp | 75.1%+16.5pp | 73.0%+18.6pp |
| Annual return | 15.42% | 13.08%+2.3pp | 181.32%-165.9pp | 19.06%-3.6pp |
| Employer contribution / active EE | $1,178 | $5,096-76.9% | $3,754-68.6% | $3,526-66.6% |
| Participant deferral / active EE | $8,534 | $3,789+125.2% | $5,116+66.8% | $5,535+54.2% |
| Admin fee / account holder | -$28 | $276-110.0% | $8,919-100.3% | $292-109.4% |