Filed May 12, 2026 (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 12 · EIN 13-3689044 | Investment management; Float revenue;... | $78,031 |
AMERICAN FUNDS2+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 16 · EIN 26-4789150 | Consulting | $12,500 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,984 | $80,177-18.9% | $123,892-47.5% | $57,658+12.7% |
| Participation rate | 90.7% | 74.4%+16.2pp | 81.4%+9.3pp | 70.2%+20.5pp |
| Annual return | 5.57% | 17.90%-12.3pp | 47.52%-41.9pp | 5.13%+0.4pp |
| Employer contribution / active EE | $3,273 | $2,913+12.4% | $4,617-29.1% | $1,974+65.8% |
| Participant deferral / active EE | $3,397 | $5,130-33.8% | $5,984-43.2% | $3,061+11.0% |
| Admin fee / account holder | $133 | $106+24.7% | $8,357-98.4% | $95+40.2% |