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 26 · EIN 04-2647786 | Advisory (Participants) | $232,540 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,462 | $141,493+114.5% | $75,696+300.9% | $106,520+184.9% |
| Participation rate | 87.6% | 65.2%+22.4pp | 74.8%+12.8pp | 71.3%+16.3pp |
| Annual return | 14.20% | 15.80%-1.6pp | 104.53%-90.3pp | 19.28%-5.1pp |
| Employer contribution / active EE | $5,035 | $4,166+20.8% | $2,743+83.6% | $2,840+77.2% |
| Participant deferral / active EE | $9,762 | $4,740+105.9% | $3,821+155.5% | $4,948+97.3% |
| Admin fee / account holder | $31 | $40-22.8% | $3,619-99.1% | $75-58.2% |