Filed September 29, 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 |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 55 · EIN 13-5674085 | Other Commissions | $25,520 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $400 |
MORNINGSTAR2 years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
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 | $136,980 | $63,299+116.4% | $91,001+50.5% | $62,292+119.9% |
| Participation rate | 98.1% | 73.3%+24.8pp | 75.6%+22.5pp | 69.5%+28.6pp |
| Annual return | 19.69% | 20.99%-1.3pp | 4.60%+15.1pp | 28.90%-9.2pp |
| Employer contribution / active EE | $4,102 | $1,807+127.0% | $2,456+67.0% | $2,042+100.8% |
| Participant deferral / active EE | $5,544 | $2,943+88.4% | $3,547+56.3% | $3,169+74.9% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |