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 Service code 16 · EIN 13-5674085 | Consulting | $23,991 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $16,081 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,507 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,100 | $88,890-50.4% | $102,423-56.9% | $77,643-43.2% |
| Participation rate | 81.9% | 80.9%+0.9pp | 76.5%+5.4pp | 70.6%+11.3pp |
| Annual return | 16.04% | 24.98%-8.9pp | 29.32%-13.3pp | 31.24%-15.2pp |
| Employer contribution / active EE | $1,797 | $2,698-33.4% | $3,023-40.6% | $2,726-34.1% |
| Participant deferral / active EE | $3,226 | $5,145-37.3% | $5,053-36.2% | $4,647-30.6% |
| Admin fee / account holder | $75 | $235-68.1% | $9,451-99.2% | $430-82.6% |