Filed August 19, 2025 (most recent of 3 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 60 · EIN 04-2647786 | Sub-TA Fees | $195,346 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $279,515 | $129,352+116.1% | $70,449+296.8% | $106,222+163.1% |
| Participation rate | 85.8% | 73.1%+12.7pp | 75.1%+10.7pp | 70.8%+15.0pp |
| Annual return | 15.80% | 13.88%+1.9pp | 109.03%-93.2pp | 21.69%-5.9pp |
| Employer contribution / active EE | $4,893 | $5,470-10.5% | $2,737+78.8% | $2,723+79.7% |
| Participant deferral / active EE | $9,228 | $4,597+100.7% | $3,709+148.8% | $4,600+100.6% |
| Admin fee / account holder | $8 | $37-78.0% | $3,845-99.8% | $78-89.7% |