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) | $200,956 |
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 | $274,283 | $133,493+105.5% | $64,056+328.2% | $96,393+184.5% |
| Participation rate | 86.8% | 69.3%+17.5pp | 72.3%+14.5pp | 71.3%+15.5pp |
| Annual return | 18.77% | 17.06%+1.7pp | 33.69%-14.9pp | 22.88%-4.1pp |
| Employer contribution / active EE | $5,422 | $6,233-13.0% | $2,747+97.4% | $3,238+67.4% |
| Participant deferral / active EE | $10,576 | $5,097+107.5% | $3,880+172.6% | $5,455+93.9% |
| Admin fee / account holder | $31 | $34-9.8% | $3,068-99.0% | $74-58.1% |