Filed January 16, 2026 (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 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 | $113,896 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,435 | $80,242+38.9% | $119,609-6.8% | $89,394+24.7% |
| Participation rate | 91.4% | 78.3%+13.2pp | 79.3%+12.2pp | 71.3%+20.1pp |
| Annual return | -12.24% | -12.97%+0.7pp | -14.97%+2.7pp | -11.89%-0.4pp |
| Employer contribution / active EE | $2,597 | $2,684-3.3% | $4,232-38.6% | $3,022-14.1% |
| Participant deferral / active EE | $5,970 | $4,686+27.4% | $5,602+6.6% | $5,123+16.5% |
| Admin fee / account holder | $12 | $66-82.0% | $10,323-99.9% | $79-84.9% |