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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,175 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $7,394 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,411 | $80,211-88.3% | $74,183-87.3% | $63,975-85.3% |
| Participation rate | 74.4% | 84.2%-9.7pp | 76.6%-2.2pp | 71.1%+3.3pp |
| Annual return | 8.38% | 14.13%-5.8pp | 17.74%-9.4pp | 48.65%-40.3pp |
| Employer contribution / active EE | $1,188 | $2,553-53.5% | $2,370-49.9% | $2,182-45.6% |
| Participant deferral / active EE | $1,222 | $4,370-72.0% | $3,550-65.6% | $3,356-63.6% |
| Admin fee / account holder | $15 | $67-76.9% | $5,586-99.7% | $70-78.0% |