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 | -$39,774 |
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 | $54,441 | $56,095-2.9% | $178,490-69.5% | $90,288-39.7% |
| Participation rate | 79.5% | 65.6%+14.0pp | 81.9%-2.4pp | 73.4%+6.2pp |
| Annual return | 19.18% | 28.81%-9.6pp | 151.07%-131.9pp | 53.97%-34.8pp |
| Employer contribution / active EE | $2,477 | $1,572+57.5% | $5,011-50.6% | $2,524-1.9% |
| Participant deferral / active EE | $2,371 | $2,669-11.1% | $5,202-54.4% | $4,232-44.0% |
| Admin fee / account holder | -$26 | $101-126.2% | $13,984-100.2% | $114-123.1% |