Filed August 18, 2026 (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 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 | $6,497 |
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 | $39,169 | $44,989-12.9% | $170,442-77.0% | $77,958-49.8% |
| Participation rate | 76.1% | 64.6%+11.5pp | 83.6%-7.5pp | 71.6%+4.5pp |
| Annual return | 17.04% | 19.61%-2.6pp | 205.93%-188.9pp | 20.87%-3.8pp |
| Employer contribution / active EE | $1,758 | $1,466+19.9% | $5,433-67.6% | $2,310-23.9% |
| Participant deferral / active EE | $1,614 | $2,208-26.9% | $4,939-67.3% | $3,537-54.4% |
| Admin fee / account holder | $5 | $69-93.3% | $13,880-100.0% | $97-95.2% |