Filed May 8, 2026 (most recent of 4 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $725 |
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 | $84,738 | $70,667+19.9% | $123,104-31.2% | $52,331+61.9% |
| Participation rate | 99.1% | 83.7%+15.4pp | 86.8%+12.3pp | 68.1%+31.0pp |
| Annual return | 1.00% | 6.23%-5.2pp | 13.22%-12.2pp | 4.54%-3.5pp |
| Employer contribution / active EE | $3,992 | $2,946+35.5% | $5,151-22.5% | $1,882+112.2% |
| Participant deferral / active EE | $6,229 | $4,493+38.7% | $6,2300% | $3,022+106.1% |
| Admin fee / account holder | $6 | $506-98.9% | $9,015-99.9% | $592-99.0% |