Filed January 26, 2026 (most recent of 12 filings on file)
Total covered: 36 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 5-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 | $28,522 |
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 | $201,417 | $136,307+47.8% | $177,821+13.3% | $73,488+174.1% |
| Participation rate | 96.6% | 86.1%+10.4pp | 87.7%+8.8pp | 70.7%+25.9pp |
| Annual return | 16.85% | 18.68%-1.8pp | 48.32%-31.5pp | 28.51%-11.7pp |
| Employer contribution / active EE | $8,221 | $3,712+121.5% | $5,918+38.9% | $2,270+262.1% |
| Participant deferral / active EE | $6,948 | $5,829+19.2% | $7,714-9.9% | $3,740+85.8% |
| Admin fee / account holder | $193 | $596-67.6% | $12,427-98.4% | $513-62.4% |