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 | $14,920 |
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 | $18,392 | $55,453-66.8% | $170,442-89.2% | $62,292-70.5% |
| Participation rate | 97.1% | 66.4%+30.7pp | 83.6%+13.5pp | 69.5%+27.6pp |
| Annual return | 17.00% | 21.38%-4.4pp | 205.93%-188.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $1,798 | $2,164-16.9% | $5,433-66.9% | $2,042-12.0% |
| Participant deferral / active EE | $3,127 | $2,303+35.8% | $4,939-36.7% | $3,169-1.3% |
| Admin fee / account holder | $34 | $455-92.5% | $13,880-99.8% | $479-92.9% |