Filed March 31, 2026
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,980 |
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 | $61,025 | $84,936-28.2% | $111,297-45.2% | $79,386-23.1% |
| Participation rate | 94.0% | 75.9%+18.2pp | 77.3%+16.7pp | 70.7%+23.3pp |
| Annual return | 14.20% | 17.45%-3.2pp | 54.65%-40.4pp | 116.85%-102.6pp |
| Employer contribution / active EE | $1,665 | $1,979-15.9% | $2,731-39.0% | $2,427-31.4% |
| Participant deferral / active EE | $4,834 | $3,888+24.3% | $4,487+7.7% | $4,046+19.5% |
| Admin fee / account holder | $132 | $537-75.4% | $7,964-98.3% | $626-78.9% |