Filed October 16, 2025 (most recent of 2 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 Service code 18 · EIN 13-5674085 | Investment management fees paid indir... | $79,952 |
NATIONAL EXCHANGE BANK AND TRUST2+ years Service code 18 · EIN 39-0493676 | Custodial (other than securities) | $33,141 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,997 | $60,545-14.1% | $92,233-43.6% | $69,631-25.3% |
| Participation rate | 80.3% | 72.2%+8.1pp | 76.5%+3.8pp | 70.7%+9.6pp |
| Annual return | 5.05% | 19.71%-14.7pp | 176.28%-171.2pp | 27571.02%-27566.0pp |
| Employer contribution / active EE | $3,619 | $2,633+37.4% | $3,679-1.6% | $2,032+78.1% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $265 | $145+83.4% | $5,194-94.9% | $110+140.4% |