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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $885,541 | $76,774+1053.4% | $112,228+689.1% | $77,904+1036.7% |
| Participation rate | 99.6% | 80.2%+19.5pp | 75.1%+24.6pp | 73.7%+25.9pp |
| Annual return | 12.15% | -10.25%+22.4pp | 27.45%-15.3pp | 12.21%-0.1pp |
| Employer contribution / active EE | $12,653 | $3,977+218.2% | $3,635+248.1% | $2,848+344.3% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $239-100.0% | $6,410-100.0% | $133-100.0% |