Filed October 14, 2025 (most recent of 2 filings on file)
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 & SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $990,513 |
BDO USA, LLP9 years Filed as: BDO Service code 50 100 SE 2ND STREET · MIAMI, FL 33131 | Direct Payment | $45,000 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $15,550 |
ECEB LAW2 years Service code 50 25 SE 2ND AVENUE · MIAMI, FL 33131 | Direct Payment | $5,355 |
Service code 33 · EIN 84-1737782 | Direct payment from the plan; Consult... | $4,343 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,018 | $140,769-55.9% | $107,525-42.3% | $140,769-55.9% |
| Participation rate | 39.7% | 74.2%-34.5pp | 75.1%-35.4pp | 74.2%-34.5pp |
| Annual return | 23.85% | 16.82%+7.0pp | 181.32%-157.5pp | 16.82%+7.0pp |
| Employer contribution / active EE | $1,524 | $3,906-61.0% | $3,754-59.4% | $3,906-61.0% |
| Participant deferral / active EE | $2,980 | $6,717-55.6% | $5,116-41.7% | $6,717-55.6% |
| Admin fee / account holder | $71 | $229-68.8% | $8,919-99.2% | $229-68.8% |