Plan Snapshot
- Plan Sponsor: Solo W-2, INC.
- Sponsor EIN: 943280129
- Sponsor Address: 3478 BUSKIRK, PLEASANT HILL, CA, 94523
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 132
- Total Assets: $8.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 132 | $8.4M | $0 | $0 |
| 2024 | 92 | $7.8M | $780,866 | $134,376 |
| 2023 | 130 | $8.2M | $632,366 | $247,691 |
| 2022 | 96 | $6.8M | $537,517 | $211,867 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Other Service Provider | $42,379 | — | $42,379 |
| SENSIBA LLP | Auditor | $17,400 | — | $17,400 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,779
- Estimated Expense Ratio: 0.712% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $917,035 | — | $2,311 | $17,400 | — |
| 2024 | $19,165 | — | $2,515 | $16,650 | — |
| 2023 | $22,536 | — | $6,786 | $15,750 | — |
| 2022 | $34,637 | — | $7,907 | — | $26,730 |