Filed September 16, 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 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $67,604 |
Service code 27 24 E COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $26,948 |
LPL FINANCIAL5+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $8,738 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,593 | $62,928-19.6% | $172,739-70.7% | $67,579-25.1% |
| Participation rate | 88.9% | 64.5%+24.5pp | 82.6%+6.3pp | 71.3%+17.7pp |
| Annual return | 20.94% | 30.36%-9.4pp | 802.84%-781.9pp | 378.56%-357.6pp |
| Employer contribution / active EE | $1,550 | $1,636-5.3% | $5,143-69.9% | $2,148-27.8% |
| Participant deferral / active EE | $3,407 | $2,145+58.9% | $5,198-34.4% | $3,539-3.7% |
| Admin fee / account holder | $143 | $167-13.9% | $13,954-99.0% | $142+0.8% |