Filed May 19, 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 55 · EIN 38-1961943 | Other Commissions | $28,056 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,125 |
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 | $34,360 | $62,928-45.4% | $172,739-80.1% | $67,579-49.2% |
| Participation rate | 81.4% | 64.5%+16.9pp | 82.6%-1.3pp | 71.3%+10.1pp |
| Annual return | 22.19% | 30.36%-8.2pp | 802.84%-780.7pp | 378.56%-356.4pp |
| Employer contribution / active EE | $1,208 | $1,636-26.1% | $5,143-76.5% | $2,148-43.7% |
| Participant deferral / active EE | $2,454 | $2,145+14.4% | $5,198-52.8% | $3,539-30.7% |
| Admin fee / account holder | $8 | $167-95.1% | $13,954-99.9% | $142-94.3% |