Filed July 8, 2026 (most recent of 4 filings on file)
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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $661,863 |
Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 50 · EIN 26-0058143 | Direct Payment | $104,545 |
OGLETREE DEAKINS4 years Filed as: OGLETREE, DEAKINS, NASH, SMOAK & ST Service code 29 · EIN 57-1044820 | Legal | $29,336 |
BAKER NEWMAN NOYES1 year Filed as: BAKER, NEWMAN & NOYES LLC Service code 10 · EIN 01-0494526 | Accounting | $27,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,553 | $89,394-44.6% | $82,719-40.1% | $89,394-44.6% |
| Participation rate | 67.3% | 71.3%-4.0pp | 72.6%-5.2pp | 71.3%-4.0pp |
| Annual return | -15.31% | -11.89%-3.4pp | 701.18%-716.5pp | -11.89%-3.4pp |
| Employer contribution / active EE | $1,443 | $3,022-52.3% | $3,009-52.0% | $3,022-52.3% |
| Participant deferral / active EE | $1,942 | $5,123-62.1% | $4,395-55.8% | $5,123-62.1% |
| Admin fee / account holder | $90 | $79+13.6% | $5,329-98.3% | $79+13.6% |