Filed August 4, 2025 (most recent of 17 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 37 · EIN 04-2647786 | Loan Processing | $1,659,451 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 · EIN 34-1820650 | Consulting | $49,600 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,325 | $96,807+167.9% | $164,866+57.3% | $106,408+143.7% |
| Participation rate | 97.8% | 79.1%+18.7pp | 78.6%+19.2pp | 69.9%+27.9pp |
| Annual return | 15.42% | 17.39%-2.0pp | 69.97%-54.5pp | 17.37%-2.0pp |
| Employer contribution / active EE | $8,679 | $2,888+200.5% | $4,343+99.9% | $3,361+158.2% |
| Participant deferral / active EE | $9,240 | $5,055+82.8% | $6,033+53.2% | $5,567+66.0% |
| Admin fee / account holder | $83 | $66+25.9% | $12,689-99.3% | $79+4.6% |