Filed August 3, 2026 (most recent of 13 filings on file)
Total covered: 57 employees
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 26 · EIN 13-5674085 | Advisory (Participants) | $157,197 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,364 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$61,519 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,403 | $128,899+12.8% | $113,168+28.5% | $102,872+41.3% |
| Participation rate | 97.8% | 87.0%+10.7pp | 76.6%+21.2pp | 73.0%+24.7pp |
| Annual return | 17.44% | 15.88%+1.6pp | 24.27%-6.8pp | 19.06%-1.6pp |
| Employer contribution / active EE | $3,787 | $3,713+2.0% | $2,975+27.3% | $3,526+7.4% |
| Participant deferral / active EE | $9,103 | $6,787+34.1% | $5,107+78.2% | $5,535+64.5% |
| Admin fee / account holder | $82 | $129-36.4% | $12,068-99.3% | $292-71.8% |