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 | $1,008 |
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 | $34,129 | $69,362-50.8% | $101,248-66.3% | $73,488-53.6% |
| Participation rate | 71.8% | 68.4%+3.4pp | 75.8%-4.0pp | 70.7%+1.1pp |
| Annual return | 14.33% | 18.46%-4.1pp | 46.47%-32.1pp | 28.51%-14.2pp |
| Employer contribution / active EE | $2,423 | $2,628-7.8% | $3,660-33.8% | $2,270+6.8% |
| Participant deferral / active EE | $1,895 | $3,300-42.6% | $4,370-56.6% | $3,740-49.3% |
| Admin fee / account holder | $229 | $704-67.4% | $5,945-96.1% | $513-55.3% |