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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,250 |
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 | $67,353 | $79,523-15.3% | $140,016-51.9% | $56,287+19.7% |
| Participation rate | 97.2% | 85.7%+11.5pp | 87.5%+9.7pp | 69.9%+27.3pp |
| Annual return | -5.24% | 2.39%-7.6pp | 651.12%-656.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $2,194 | $3,350-34.5% | $5,606-60.9% | $2,111+3.9% |
| Participant deferral / active EE | $3,774 | $5,129-26.4% | $6,927-45.5% | $3,350+12.7% |
| Admin fee / account holder | $7 | $614-98.9% | $10,705-99.9% | $521-98.7% |