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 37 · EIN 04-2647786 | Loan Processing | $168,474 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $67,576 |
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 | $20,612 | $44,897-54.1% | $84,966-75.7% | $199,593-89.7% |
| Participation rate | 72.4% | 45.7%+26.6pp | 67.5%+4.9pp | 72.0%+0.4pp |
| Annual return | 11.63% | 20.96%-9.3pp | 66.38%-54.7pp | 34.25%-22.6pp |
| Employer contribution / active EE | $2,138 | $1,365+56.6% | $2,727-21.6% | $3,034-29.5% |
| Participant deferral / active EE | $2,008 | $2,668-24.7% | $4,519-55.6% | $5,087-60.5% |
| Admin fee / account holder | $148 | $584-74.7% | $6,149-97.6% | $269-45.0% |