Filed May 22, 2026 (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 15 · EIN 01-0233346 | Recordkeeping | $1,236 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,015 | $58,726-54.0% | $92,233-70.7% | $62,292-56.6% |
| Participation rate | 71.3% | 68.3%+2.9pp | 76.5%-5.2pp | 69.5%+1.8pp |
| Annual return | 15.40% | 43.62%-28.2pp | 176.28%-160.9pp | 28.90%-13.5pp |
| Employer contribution / active EE | $641 | $2,392-73.2% | $3,679-82.6% | $2,042-68.6% |
| Participant deferral / active EE | $1,351 | $2,766-51.1% | $3,897-65.3% | $3,169-57.4% |
| Admin fee / account holder | $91 | $556-83.6% | $5,194-98.2% | $479-81.0% |