Filed April 10, 2026 (most recent of 4 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 |
|---|---|---|
FINDLEY3 years Service code 15 · EIN 34-1213174 | Recordkeeping | $21,454 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,267 | $88,515-22.9% | $162,163-57.9% | $67,579+1.0% |
| Participation rate | 88.0% | 86.8%+1.2pp | 87.6%+0.5pp | 71.3%+16.7pp |
| Annual return | 21.27% | 27.04%-5.8pp | 115.59%-94.3pp | 378.56%-357.3pp |
| Employer contribution / active EE | $54 | $3,563-98.5% | $5,614-99.0% | $2,148-97.5% |
| Participant deferral / active EE | $4,828 | $5,724-15.6% | $7,298-33.8% | $3,539+36.4% |
| Admin fee / account holder | $21 | $124-83.3% | $10,843-99.8% | $142-85.4% |