Filed February 23, 2026 (most recent of 3 filings on file)
Total covered: 63 employees
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 6-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 13 · EIN 42-0127290 | Contract Administrator | $244,262 |
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 | $154,040 | $145,877+5.6% | $150,045+2.7% | $102,872+49.7% |
| Participation rate | 93.3% | 79.8%+13.4pp | 82.3%+10.9pp | 73.0%+20.2pp |
| Annual return | 15.56% | 21.37%-5.8pp | 62.55%-47.0pp | 19.06%-3.5pp |
| Employer contribution / active EE | $3,139 | $4,710-33.4% | $4,693-33.1% | $3,526-11.0% |
| Participant deferral / active EE | $10,979 | $9,491+15.7% | $7,997+37.3% | $5,535+98.4% |
| Admin fee / account holder | $65 | $176-63.1% | $13,435-99.5% | $292-77.8% |