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 | $18,004 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,194 | $104,631-46.3% | $98,439-42.9% | $80,160-29.9% |
| Participation rate | 76.0% | 87.5%-11.5pp | 75.2%+0.9pp | 72.9%+3.1pp |
| Annual return | 23.04% | 34.72%-11.7pp | 21.16%+1.9pp | 40.38%-17.3pp |
| Employer contribution / active EE | $2,561 | $4,517-43.3% | $3,048-16.0% | $2,978-14.0% |
| Participant deferral / active EE | $8,495 | $6,545+29.8% | $4,738+79.3% | $5,017+69.3% |
| Admin fee / account holder | $14 | $105-86.6% | $8,948-99.8% | $145-90.3% |