Filed April 21, 2026
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $289 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,295 | $55,453-67.0% | $170,442-89.3% | $62,292-70.6% |
| Participation rate | 86.8% | 66.4%+20.4pp | 83.6%+3.2pp | 69.5%+17.3pp |
| Annual return | 16.96% | 21.38%-4.4pp | 205.93%-189.0pp | 28.90%-11.9pp |
| Employer contribution / active EE | $1,177 | $2,164-45.6% | $5,433-78.3% | $2,042-42.4% |
| Participant deferral / active EE | $2,420 | $2,303+5.1% | $4,939-51.0% | $3,169-23.6% |
| Admin fee / account holder | $85 | $455-81.3% | $13,880-99.4% | $479-82.3% |