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: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 13 · EIN 58-2365498 | Contract Administrator | $98,578 |
Filed as: MERRILL LYNCH PIERCE FENNER Service code 27 · EIN 13-5674085 | Advisory (Plan) | $75,428 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 1065 AVENUE OF AMERICAS · NEW YORK, NY 10018 | Accounting | $21,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,259 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $975 |
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 | $17,358 | $40,278-56.9% | $80,569-78.5% | $80,160-78.3% |
| Participation rate | 74.6% | 47.5%+27.1pp | 67.0%+7.6pp | 72.9%+1.7pp |
| Annual return | 13.25% | 50.86%-37.6pp | 935.43%-922.2pp | 40.38%-27.1pp |
| Employer contribution / active EE | $2,037 | $1,332+52.9% | $2,723-25.2% | $2,978-31.6% |
| Participant deferral / active EE | $2,074 | $2,696-23.1% | $4,447-53.4% | $5,017-58.7% |
| Admin fee / account holder | $158 | $210-24.7% | $5,377-97.1% | $145+9.3% |