Filed September 3, 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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET CORPORATION Service code 25 · EIN 04-1867445 | Directed Trustee | $127,467 |
MERCER5 years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 13-1439577 | Actuarial | $104,629 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $50,000 |
ALBOURNE AMERICA LLC1 year Service code 27 · EIN 91-2164625 | Advisory (Plan) | $26,254 |
PRICEWATERHOUSECOOPERS LLP5 years Service code 10 · EIN 13-4008324 | Accounting | $20,582 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $18,181 |
GROOM LAW GROUP1 year Service code 29 · EIN 52-1219029 | Legal | $11,496 |
BSR & CO.5 years Service code 10 | Accounting | $5,501 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $331,632-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 48.3%-48.3pp | 0.0%0pp |
| Annual return | 10.85% | 13.18%-2.3pp | 10.59%+0.3pp | 13.18%-2.3pp |
| Employer contribution / active EE | $0 | $8,469-100.0% | $43,976-100.0% | $8,469-100.0% |
| Participant deferral / active EE | $34 | $322-89.5% | $166-79.5% | $322-89.5% |
| Admin fee / account holder | $0 | $0 | $25,063-100.0% | - |