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.5+ years Filed as: VANGUARD GROUP INC. Service code 21 · EIN 23-1945930 | Bank Trustee | $331,875 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $150,220 |
TIAA5+ years Filed as: TIAA CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $19,132 |
Service code 60 | Sub-TA Fees | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 72 | Other investment fees and expenses | $0 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$24,071 |
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 | $121,309 | $121,004+0.3% | $69,455+74.7% | $89,569+35.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.6%+25.4pp | 69.6%+30.4pp |
| Annual return | 19.14% | 20.21%-1.1pp | 28.97%-9.8pp | 34.56%-15.4pp |
| Employer contribution / active EE | $11,437 | $5,335+114.4% | $2,779+311.5% | $2,584+342.6% |
| Participant deferral / active EE | $0 | $4,335-100.0% | $3,535-100.0% | $4,220-100.0% |
| Admin fee / account holder | $17 | $32-47.7% | $3,839-99.6% | $72-76.7% |