Filed October 16, 2025 (most recent of 2 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 | $16,378 |
GRANT THORNTON LLP5 years Filed as: GRANT THORNTON Service code 70 · EIN 36-6055558 | Consulting Fees | $10,400 |
GRANT THORNTON LLP3 years Service code 70 · EIN 36-6055558 | Consulting Fees | $10,400 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,707 | $86,944+183.8% | $107,525+129.4% | $74,304+232.0% |
| Participation rate | 96.7% | 59.6%+37.2pp | 75.1%+21.7pp | 60.3%+36.4pp |
| Annual return | 8.55% | 23.52%-15.0pp | 181.32%-172.8pp | 29.43%-20.9pp |
| Employer contribution / active EE | $16,409 | $2,757+495.2% | $3,754+337.2% | $2,241+632.2% |
| Participant deferral / active EE | $7,610 | $3,554+114.1% | $5,116+48.8% | $3,767+102.0% |
| Admin fee / account holder | $189 | $3,727-94.9% | $8,919-97.9% | $2,969-93.6% |