Filed June 17, 2026 (most recent of 3 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.
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 |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $356,198 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $218,117 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$51,856 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,337 | $145,906-29.2% | $67,502+53.1% | $106,382-2.9% |
| Participation rate | 100.0% | 67.1%+32.9pp | 72.9%+27.1pp | 69.9%+30.1pp |
| Annual return | 13.85% | 15.10%-1.2pp | 3512.12%-3498.3pp | 17.37%-3.5pp |
| Employer contribution / active EE | $0 | $6,028-100.0% | $2,731-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $9,189 | $5,093+80.4% | $4,000+129.7% | $5,569+65.0% |
| Admin fee / account holder | $13 | $38-66.1% | $3,998-99.7% | $79-83.8% |