Filed March 31, 2026
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 42-0127290 | Contract Administrator | $19,541 |
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 | $50,579 | $73,638-31.3% | $95,952-47.3% | $73,488-31.2% |
| Participation rate | 95.5% | 76.2%+19.3pp | 77.1%+18.4pp | 70.7%+24.8pp |
| Annual return | 17.22% | 16.78%+0.4pp | 91.61%-74.4pp | 28.51%-11.3pp |
| Employer contribution / active EE | $1,488 | $1,863-20.1% | $2,541-41.4% | $2,270-34.5% |
| Participant deferral / active EE | $3,965 | $3,617+9.6% | $4,167-4.8% | $3,740+6.0% |
| Admin fee / account holder | $96 | $482-80.1% | $6,795-98.6% | $513-81.3% |