Filed February 6, 2026 (most recent of 3 filings on file)
Total covered: 8 employees
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 37 · EIN 04-2647786 | Loan Processing | $606 |
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 | $157,370 | $98,750+59.4% | $149,696+5.1% | $79,858+97.1% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.5%+13.8pp | 69.6%+26.6pp |
| Annual return | 25.81% | 27.43%-1.6pp | 276.60%-250.8pp | 31.71%-5.9pp |
| Employer contribution / active EE | $3,500 | $3,216+8.8% | $4,644-24.6% | $2,471+41.6% |
| Participant deferral / active EE | $13,321 | $5,680+134.5% | $6,842+94.7% | $3,740+256.2% |
| Admin fee / account holder | $5 | $6,053-99.9% | $9,309-99.9% | $5,306-99.9% |