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 |
|---|---|---|
BLACKROCK2+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $57,790 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $57,821-100.0% | $18,392,177-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 37.5%-37.5pp | 5.5%-5.5pp |
| Annual return | 5.08% | 5.86%-0.8pp | 3.99%+1.1pp | 5.86%-0.8pp |
| Employer contribution / active EE | $61,305 | $10,137+504.7% | $38,279+60.2% | $10,137+504.7% |
| Participant deferral / active EE | $0 | $492-100.0% | $386-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $140,034-100.0% | $387-100.0% |