Filed August 6, 2025 (most recent of 2 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 8-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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $55,251 |
NIXON PEABODY LLP1 year Service code 29 · EIN 16-0764720 799 9TH STREET NW · WASHINGTON, DC 200015327 | Legal | $12,324 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $447,195-100.0% | $447,195-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 44.0%-44.0pp | 25.8%-25.8pp | 44.4%-44.4pp |
| Annual return | -22.50% | -10.58%-11.9pp | -11.06%-11.4pp | -14.65%-7.9pp |
| Employer contribution / active EE | $0 | $62,232-100.0% | $55,362-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $19-100.0% | $26-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,572-100.0% | $3,572-100.0% | $14,631-100.0% |