Filed July 1, 2025 (most recent of 2 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
DAVIE KAPLAN1 year Filed as: DAVIE KAPLAN CPA PC Service code 10 · EIN 16-1182991 | Accounting | $12,000 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $11,253 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $6,034 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,166 | $55,449-33.0% | $83,830-55.7% | $56,287-34.0% |
| Participation rate | 93.3% | 68.0%+25.3pp | 76.1%+17.1pp | 69.9%+23.4pp |
| Annual return | -5.44% | -1.38%-4.1pp | 850.97%-856.4pp | -9.96%+4.5pp |
| Employer contribution / active EE | $4,167 | $2,430+71.4% | $3,631+14.8% | $2,111+97.4% |
| Participant deferral / active EE | $3,208 | $2,935+9.3% | $4,082-21.4% | $3,350-4.2% |
| Admin fee / account holder | $118 | $656-82.1% | $5,479-97.9% | $521-77.4% |