Filed December 4, 2025 (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 |
|---|---|---|
DUTRAC COMMUNITY CREDIT UNION1+ years Service code 99 · EIN 42-0670685 | Other Fees | $7,727 |
Service code 64 · EIN 71-0274708 | Recordkeeping Fees | $575 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,100 | $70,667-15.0% | $123,104-51.2% | $52,331+14.8% |
| Participation rate | 97.3% | 83.7%+13.5pp | 86.8%+10.5pp | 68.1%+29.2pp |
| Annual return | 2.61% | 6.23%-3.6pp | 13.22%-10.6pp | 4.54%-1.9pp |
| Employer contribution / active EE | $1,780 | $2,946-39.6% | $5,151-65.4% | $1,882-5.4% |
| Participant deferral / active EE | $3,118 | $4,493-30.6% | $6,230-49.9% | $3,022+3.2% |
| Admin fee / account holder | $3 | $506-99.4% | $9,015-100.0% | $592-99.5% |