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 | $114,520 |
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.
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 | $121,519 | $88,686+37.0% | $129,995-6.5% | $96,393+26.1% |
| Participation rate | 92.6% | 78.8%+13.8pp | 78.5%+14.1pp | 71.3%+21.3pp |
| Annual return | 19.37% | 17.57%+1.8pp | -137.18%+156.5pp | 22.88%-3.5pp |
| Employer contribution / active EE | $2,591 | $2,843-8.9% | $4,320-40.0% | $3,238-20.0% |
| Participant deferral / active EE | $6,070 | $4,908+23.7% | $5,820+4.3% | $5,455+11.3% |
| Admin fee / account holder | $8 | $60-85.8% | $10,614-99.9% | $74-88.5% |