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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $165,565 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 22 · EIN 13-5674085 | Insurance Broker | $67,358 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
RELIANCE TRUST COMPANY6 years Service code 25 · EIN 58-1428634 | Directed Trustee | $0 |
Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 14 · EIN 58-2365498 | Plan Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,737 | $41,647-55.0% | $96,139-80.5% | $86,799-78.4% |
| Participation rate | 81.6% | 50.2%+31.4pp | 68.4%+13.2pp | 72.3%+9.3pp |
| Annual return | 10.17% | 27.24%-17.1pp | 191.94%-181.8pp | 97.91%-87.7pp |
| Employer contribution / active EE | $1,995 | $1,318+51.4% | $2,797-28.7% | $2,405-17.1% |
| Participant deferral / active EE | $2,810 | $2,412+16.5% | $4,349-35.4% | $4,131-32.0% |
| Admin fee / account holder | $291 | $169+71.7% | $5,537-94.7% | $170+71.5% |