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 | $15,129 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,778 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,195 | $72,254-59.6% | $86,677-66.3% | $64,808-55.0% |
| Participation rate | 92.1% | 80.4%+11.7pp | 76.6%+15.5pp | 71.5%+20.6pp |
| Annual return | -16.18% | 392.42%-408.6pp | 35.91%-52.1pp | 32.82%-49.0pp |
| Employer contribution / active EE | $1,862 | $2,393-22.2% | $2,836-34.4% | $2,506-25.7% |
| Participant deferral / active EE | $3,247 | $4,658-30.3% | $4,656-30.2% | $4,310-24.7% |
| Admin fee / account holder | $34 | $174-80.3% | $7,493-99.5% | $188-81.7% |