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 PIERCE FENNER & SMIT Service code 16 · EIN 13-5674085 | Consulting | $66,221 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,900 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,826 | $80,211-6.7% | $74,183+0.9% | $63,975+17.0% |
| Participation rate | 96.1% | 84.2%+12.0pp | 76.6%+19.5pp | 71.1%+25.0pp |
| Annual return | 9.47% | 14.13%-4.7pp | 17.74%-8.3pp | 48.65%-39.2pp |
| Employer contribution / active EE | $2,952 | $2,553+15.6% | $2,370+24.5% | $2,182+35.3% |
| Participant deferral / active EE | $6,136 | $4,370+40.4% | $3,550+72.9% | $3,356+82.8% |
| Admin fee / account holder | $62 | $67-7.0% | $5,586-98.9% | $70-11.3% |