Filed March 13, 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 | $1,875 |
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 | $108,534 | $155,795-30.3% | $136,294-20.4% | $69,631+55.9% |
| Participation rate | 91.0% | 75.2%+15.7pp | 81.9%+9.0pp | 70.7%+20.3pp |
| Annual return | 34.46% | 232464.33%-232429.9pp | 5155.94%-5121.5pp | 27571.02%-27536.6pp |
| Employer contribution / active EE | $2,773 | $2,991-7.3% | $4,695-40.9% | $2,032+36.4% |
| Participant deferral / active EE | $10,185 | $5,394+88.8% | $6,247+63.0% | $3,224+216.0% |
| Admin fee / account holder | $4 | $128-96.7% | $9,243-100.0% | $110-96.1% |