Filed September 26, 2025 (most recent of 5 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 | $26,445 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,781 |
Form 5500 reported that benefits due were not provided when due.
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 | $162,543 | $100,227+62.2% | $169,993-4.4% | $74,419+118.4% |
| Participation rate | 98.5% | 87.3%+11.2pp | 87.0%+11.5pp | 70.7%+27.8pp |
| Annual return | 18.31% | 66.08%-47.8pp | 53.37%-35.1pp | 34.38%-16.1pp |
| Employer contribution / active EE | $8,022 | $4,263+88.2% | $6,785+18.2% | $2,637+204.2% |
| Participant deferral / active EE | $9,779 | $7,143+36.9% | $10,408-6.0% | $4,528+116.0% |
| Admin fee / account holder | $62 | $234-73.6% | $12,815-99.5% | $348-82.2% |