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 | $122,072 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $33,160 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,017 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,838 | $128,899-80.0% | $113,168-77.2% | $102,872-74.9% |
| Participation rate | 86.4% | 87.0%-0.6pp | 76.6%+9.8pp | 73.0%+13.4pp |
| Annual return | 18.94% | 15.88%+3.1pp | 24.27%-5.3pp | 19.06%-0.1pp |
| Employer contribution / active EE | $1,998 | $3,713-46.2% | $2,975-32.8% | $3,526-43.3% |
| Participant deferral / active EE | $3,452 | $6,787-49.1% | $5,107-32.4% | $5,535-37.6% |
| Admin fee / account holder | $62 | $129-51.9% | $12,068-99.5% | $292-78.7% |