Filed June 26, 2025 (most recent of 3 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 9-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 13 · EIN 42-0127290 | Contract Administrator | $274,675 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,416 | $53,199-9.0% | $155,567-68.9% | $199,768-75.8% |
| Participation rate | 92.3% | 64.1%+28.1pp | 78.2%+14.1pp | 72.0%+20.2pp |
| Annual return | 15.24% | 41.17%-25.9pp | 64.74%-49.5pp | 34.26%-19.0pp |
| Employer contribution / active EE | $0 | $1,852-100.0% | $4,674-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $5,798 | $3,163+83.3% | $5,628+3.0% | $5,090+13.9% |
| Admin fee / account holder | $60 | $186-67.6% | $15,916-99.6% | $269-77.7% |