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 | $21,150 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,043 |
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 | $39,678 | $79,519-50.1% | $95,952-58.6% | $73,409-45.9% |
| Participation rate | 91.2% | 81.2%+10.0pp | 77.1%+14.1pp | 72.2%+19.0pp |
| Annual return | 15.05% | 19.20%-4.2pp | 91.61%-76.6pp | 59.29%-44.2pp |
| Employer contribution / active EE | $1,760 | $2,048-14.1% | $2,541-30.8% | $2,234-21.2% |
| Participant deferral / active EE | $3,092 | $4,138-25.3% | $4,167-25.8% | $3,805-18.7% |
| Admin fee / account holder | $48 | $184-73.9% | $6,795-99.3% | $158-69.5% |