Filed June 8, 2026 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,576 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,147 | $91,407-12.3% | $135,903-41.0% | $71,457+12.2% |
| Participation rate | 97.1% | 75.7%+21.4pp | 81.9%+15.2pp | 67.9%+29.1pp |
| Annual return | 24.19% | 29.90%-5.7pp | 68.23%-44.0pp | 28.85%-4.7pp |
| Employer contribution / active EE | $8,588 | $3,703+131.9% | $4,856+76.8% | $2,588+231.9% |
| Participant deferral / active EE | $17,971 | $7,092+153.4% | $7,758+131.6% | $4,289+319.0% |
| Admin fee / account holder | $111 | $1,266-91.2% | $10,762-99.0% | $1,587-93.0% |