Filed September 4, 2025 (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 13 · EIN 41-0417830 | Contract Administrator | $4,941 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,171 | $86,655-37.5% | $119,609-54.7% | $66,914-19.0% |
| Participation rate | 73.1% | 75.6%-2.5pp | 79.3%-6.2pp | 69.8%+3.3pp |
| Annual return | -15.11% | -8.00%-7.1pp | -14.97%-0.1pp | 1.58%-16.7pp |
| Employer contribution / active EE | $831 | $2,536-67.2% | $4,232-80.4% | $2,544-67.3% |
| Participant deferral / active EE | $3,814 | $4,358-12.5% | $5,602-31.9% | $4,237-10.0% |
| Admin fee / account holder | $86 | $755-88.6% | $10,323-99.2% | $593-85.4% |