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 | $22,400 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 16 · EIN 13-5674085 | Consulting | $9,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,432 | $88,730-86.0% | $82,313-84.9% | $77,958-84.1% |
| Participation rate | 69.9% | 84.5%-14.6pp | 76.9%-7.0pp | 71.6%-1.7pp |
| Annual return | 18.47% | 20.88%-2.4pp | 25.88%-7.4pp | 20.87%-2.4pp |
| Employer contribution / active EE | $1,120 | $2,758-59.4% | $2,428-53.9% | $2,310-51.5% |
| Participant deferral / active EE | $1,256 | $4,634-72.9% | $3,706-66.1% | $3,537-64.5% |
| Admin fee / account holder | $22 | $74-69.8% | $5,608-99.6% | $97-77.1% |