Filed March 2, 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 13 · EIN 31-1360674 | Contract Administrator | $13,055 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,710 | $46,732-70.7% | $156,549-91.2% | $55,167-75.1% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 11.26% | 17.72%-6.5pp | 32.23%-21.0pp | 169.23%-158.0pp |
| Employer contribution / active EE | $1,640 | $2,105-22.1% | $5,501-70.2% | $1,963-16.4% |
| Participant deferral / active EE | $2,589 | $2,204+17.4% | $4,871-46.9% | $3,054-15.2% |
| Admin fee / account holder | $29 | $418-93.2% | $13,027-99.8% | $504-94.3% |