Filed July 13, 2026 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,661 | $83,884-63.4% | $64,056-52.1% | $74,419-58.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 20.01% | 16.57%+3.4pp | 33.69%-13.7pp | 34.38%-14.4pp |
| Employer contribution / active EE | $5,427 | $3,084+76.0% | $2,747+97.6% | $2,637+105.8% |
| Participant deferral / active EE | $3,950 | $3,692+7.0% | $3,880+1.8% | $4,528-12.8% |
| Admin fee / account holder | $218 | $196+11.0% | $3,068-92.9% | $348-37.4% |