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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,811 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 16 · EIN 13-5674085 | Consulting | $12,933 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,929 | $99,078-64.7% | $96,544-63.8% | $74,419-53.1% |
| Participation rate | 93.8% | 80.7%+13.2pp | 76.0%+17.9pp | 70.7%+23.1pp |
| Annual return | 20.45% | 22.48%-2.0pp | 25.84%-5.4pp | 34.38%-13.9pp |
| Employer contribution / active EE | $2,217 | $2,570-13.7% | $2,965-25.2% | $2,637-15.9% |
| Participant deferral / active EE | $3,972 | $4,933-19.5% | $4,851-18.1% | $4,528-12.3% |
| Admin fee / account holder | $55 | $225-75.5% | $8,252-99.3% | $348-84.2% |