Filed September 17, 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 37 · EIN 04-2647786 | Loan Processing | $5,233 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,138 | $74,347-31.2% | $93,606-45.4% | $67,579-24.3% |
| Participation rate | 72.3% | 80.6%-8.3pp | 75.8%-3.6pp | 71.3%+1.0pp |
| Annual return | 47.99% | 28.07%+19.9pp | 32.76%+15.2pp | 378.56%-330.6pp |
| Employer contribution / active EE | $1,703 | $2,583-34.1% | $2,718-37.4% | $2,148-20.7% |
| Participant deferral / active EE | $5,678 | $4,060+39.9% | $4,069+39.6% | $3,539+60.4% |
| Admin fee / account holder | $10 | $123-91.7% | $7,888-99.9% | $142-92.9% |