Filed April 7, 2026 (most recent of 6 filings on file)
Total covered: 5 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 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 | $130,092 |
HORAN SECURITIES INC3 years Service code 27 · EIN 31-1448612 | Advisory (Plan) | $24,000 |
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 | $58,579 | $95,918-38.9% | $151,611-61.4% | $77,904-24.8% |
| Participation rate | 99.9% | 88.7%+11.2pp | 87.5%+12.4pp | 73.7%+26.2pp |
| Annual return | -16.67% | -5.50%-11.2pp | 3.33%-20.0pp | 12.21%-28.9pp |
| Employer contribution / active EE | $4,690 | $4,330+8.3% | $6,166-23.9% | $2,848+64.7% |
| Participant deferral / active EE | $4,719 | $7,508-37.2% | $8,363-43.6% | $4,806-1.8% |
| Admin fee / account holder | $102 | $93+9.1% | $11,616-99.1% | $133-23.2% |