Filed January 2, 2026 (most recent of 3 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 | $531,877 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $58,821 |
CURCIO WEBB1 year Service code 70 · EIN 36-4171366 | Consulting Fees | $39,500 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $32,667 |
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 | $222,443 | $156,529+42.1% | $93,606+137.6% | $82,204+170.6% |
| Participation rate | 99.8% | 86.5%+13.3pp | 75.8%+24.0pp | 73.4%+26.4pp |
| Annual return | 19.71% | 20.36%-0.6pp | 32.76%-13.0pp | 26.31%-6.6pp |
| Employer contribution / active EE | $8,857 | $4,800+84.5% | $2,718+225.9% | $2,707+227.2% |
| Participant deferral / active EE | $10,096 | $6,674+51.3% | $4,069+148.1% | $4,246+137.8% |
| Admin fee / account holder | $71 | $65+9.5% | $7,888-99.1% | $76-6.3% |