Filed April 27, 2026
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 |
|---|---|---|
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $3,455 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,806 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATLLE, WA 98161 | Other Commissions | $814 |
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 | $48,626 | $56,629-14.1% | $77,999-37.7% | $55,167-11.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 6.18% | 2866.98%-2860.8pp | 425.96%-419.8pp | 169.23%-163.0pp |
| Employer contribution / active EE | $2,464 | $1,723+43.0% | $2,470-0.2% | $1,963+25.6% |
| Participant deferral / active EE | $2,211 | $2,777-20.4% | $3,497-36.8% | $3,054-27.6% |
| Admin fee / account holder | $33 | $467-93.0% | $5,480-99.4% | $504-93.5% |