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 |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 16 · EIN 13-5674085 | Consulting | $15,619 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,964 |
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 | $37,762 | $69,305-45.5% | $82,313-54.1% | $69,631-45.8% |
| Participation rate | 85.1% | 80.3%+4.8pp | 76.9%+8.2pp | 70.7%+14.4pp |
| Annual return | 18.06% | 21.47%-3.4pp | 25.88%-7.8pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $1,338 | $1,887-29.1% | $2,428-44.9% | $2,032-34.1% |
| Participant deferral / active EE | $2,167 | $3,568-39.3% | $3,706-41.5% | $3,224-32.8% |
| Admin fee / account holder | $41 | $97-58.0% | $5,608-99.3% | $110-63.1% |