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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $20,157 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $14,895 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,571 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,828 | $98,727-50.5% | $113,168-56.9% | $85,563-42.9% |
| Participation rate | 86.5% | 80.8%+5.7pp | 76.6%+10.0pp | 66.0%+20.6pp |
| Annual return | 15.63% | 17.43%-1.8pp | 24.27%-8.6pp | 31.51%-15.9pp |
| Employer contribution / active EE | $2,021 | $2,907-30.5% | $2,975-32.1% | $2,654-23.8% |
| Participant deferral / active EE | $3,886 | $5,424-28.4% | $5,107-23.9% | $4,375-11.2% |
| Admin fee / account holder | $74 | $357-79.4% | $12,068-99.4% | $834-91.2% |