Filed September 3, 2026
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,003 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,540 | $65,435+75.0% | $86,677+32.1% | $66,914+71.2% |
| Participation rate | 90.6% | 75.5%+15.1pp | 76.6%+14.0pp | 69.8%+20.8pp |
| Annual return | -20.19% | -10.89%-9.3pp | 35.91%-56.1pp | 1.58%-21.8pp |
| Employer contribution / active EE | $6,701 | $2,153+211.2% | $2,836+136.3% | $2,544+163.4% |
| Participant deferral / active EE | $16,847 | $4,100+310.9% | $4,656+261.9% | $4,237+297.6% |
| Admin fee / account holder | -$66 | $642-110.2% | $7,493-100.9% | $593-111.1% |