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 | $12,583 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,800 |
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 | $34,085 | $73,404-53.6% | $87,100-60.9% | $67,579-49.6% |
| Participation rate | 91.1% | 80.9%+10.2pp | 76.9%+14.2pp | 71.3%+19.8pp |
| Annual return | 19.80% | 48.29%-28.5pp | 28.19%-8.4pp | 378.56%-358.8pp |
| Employer contribution / active EE | $1,375 | $2,014-31.7% | $2,521-45.5% | $2,148-36.0% |
| Participant deferral / active EE | $2,574 | $3,913-34.2% | $4,049-36.4% | $3,539-27.3% |
| Admin fee / account holder | $35 | $142-75.4% | $7,497-99.5% | $142-75.5% |