Filed September 10, 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 | $5,575 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,343 | $85,635-41.2% | $123,892-59.4% | $63,975-21.3% |
| Participation rate | 73.3% | 74.9%-1.6pp | 81.4%-8.1pp | 71.1%+2.2pp |
| Annual return | 31.41% | 15.74%+15.7pp | 47.52%-16.1pp | 48.65%-17.2pp |
| Employer contribution / active EE | $770 | $3,076-75.0% | $4,617-83.3% | $2,182-64.7% |
| Participant deferral / active EE | $10,050 | $5,667+77.4% | $5,984+68.0% | $3,356+199.4% |
| Admin fee / account holder | $6 | $75-92.6% | $8,357-99.9% | $70-92.2% |