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 | $10,941 |
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 | $32,949 | $65,118-49.4% | $76,768-57.1% | $55,725-40.9% |
| Participation rate | 85.3% | 79.6%+5.7pp | 77.0%+8.4pp | 70.9%+14.5pp |
| Annual return | -4.47% | -1.27%-3.2pp | 2.43%-6.9pp | 244.93%-249.4pp |
| Employer contribution / active EE | $1,447 | $1,941-25.5% | $2,485-41.8% | $2,078-30.4% |
| Participant deferral / active EE | $2,427 | $3,688-34.2% | $3,852-37.0% | $3,356-27.7% |
| Admin fee / account holder | $41 | $116-64.7% | $6,675-99.4% | $115-64.5% |