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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $14,679 |
Filed as: MERRILLLYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $10,985 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,905 | $98,727-60.6% | $113,168-65.6% | $85,563-54.5% |
| Participation rate | 90.4% | 80.8%+9.5pp | 76.6%+13.8pp | 66.0%+24.4pp |
| Annual return | 15.52% | 17.43%-1.9pp | 24.27%-8.7pp | 31.51%-16.0pp |
| Employer contribution / active EE | $1,892 | $2,907-34.9% | $2,975-36.4% | $2,654-28.7% |
| Participant deferral / active EE | $3,492 | $5,424-35.6% | $5,107-31.6% | $4,375-20.2% |
| Admin fee / account holder | $76 | $357-78.8% | $12,068-99.4% | $834-90.9% |