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 | $24,402 |
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 | $48,061 | $65,435-26.6% | $86,677-44.6% | $66,914-28.2% |
| Participation rate | 95.4% | 75.5%+19.9pp | 76.6%+18.8pp | 69.8%+25.6pp |
| Annual return | -17.42% | -10.89%-6.5pp | 35.91%-53.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,726 | $2,153-19.8% | $2,836-39.1% | $2,544-32.1% |
| Participant deferral / active EE | $5,361 | $4,100+30.7% | $4,656+15.1% | $4,237+26.5% |
| Admin fee / account holder | $123 | $642-80.8% | $7,493-98.4% | $593-79.2% |