Filed December 17, 2025 (most recent of 3 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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $63,280 |
Service code 10 · EIN 43-1947695 | Accounting | $15,000 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 22 · EIN 13-2808480 | Insurance Broker | $0 |
Filed as: MERRILL LYNCY PIERCE FENNER SMITH Service code 22 · EIN 13-5674085 | Insurance Broker | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
RELIANCE TRUST COMPANY4 years Service code 25 · EIN 58-1428634 | Directed Trustee | $0 |
Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 12 · EIN 58-2365498 | Participant communication; Participan... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,078 | $41,617-68.6% | $84,611-84.5% | $77,787-83.2% |
| Participation rate | 79.5% | 45.0%+34.4pp | 68.2%+11.2pp | 73.2%+6.3pp |
| Annual return | 19.41% | 24.97%-5.6pp | 258.74%-239.3pp | 32.57%-13.2pp |
| Employer contribution / active EE | $926 | $1,061-12.7% | $2,652-65.1% | $2,504-63.0% |
| Participant deferral / active EE | $1,404 | $2,129-34.1% | $3,899-64.0% | $3,967-64.6% |
| Admin fee / account holder | $76 | $121-37.1% | $4,912-98.5% | $100-24.0% |