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 | $36,261 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 16 · EIN 13-5674085 | Consulting | $19,096 |
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 | $13,603 | $176,491-92.3% | $95,952-85.8% | $90,288-84.9% |
| Participation rate | 81.5% | 86.6%-5.1pp | 77.1%+4.4pp | 73.4%+8.1pp |
| Annual return | 15.65% | 20.14%-4.5pp | 91.61%-76.0pp | 53.97%-38.3pp |
| Employer contribution / active EE | $1,502 | $2,789-46.2% | $2,541-40.9% | $2,524-40.5% |
| Participant deferral / active EE | $1,675 | $5,340-68.6% | $4,167-59.8% | $4,232-60.4% |
| Admin fee / account holder | $26 | $154-83.1% | $6,795-99.6% | $114-77.2% |