Filed August 27, 2026 (most recent of 4 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 | $211,427 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $65,554 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 16 · EIN 26-0058143 | Consulting | $63,510 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $32,565 |
Form 5500 reported that benefits due were not provided when due.
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 | $126,967 | $112,623+12.7% | $106,213+19.5% | $199,593-36.4% |
| Participation rate | 98.4% | 86.2%+12.1pp | 75.3%+23.1pp | 72.0%+26.4pp |
| Annual return | 17.09% | 15.57%+1.5pp | 116.14%-99.0pp | 34.25%-17.2pp |
| Employer contribution / active EE | $3,442 | $4,575-24.8% | $3,171+8.5% | $3,034+13.5% |
| Participant deferral / active EE | $11,192 | $6,659+68.1% | $5,016+123.1% | $5,087+120.0% |
| Admin fee / account holder | $112 | $107+4.3% | $11,033-99.0% | $269-58.5% |