Filed January 9, 2026 (most recent of 2 filings on file)
Total covered: 91 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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,361 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $76,349 | $88,324-13.6% | $115,037-33.6% | $55,191+38.3% |
| Participation rate | 96.3% | 72.5%+23.8pp | 81.4%+15.0pp | 69.2%+27.2pp |
| Annual return | 2.11% | 6.30%-4.2pp | 26.14%-24.0pp | 10.78%-8.7pp |
| Employer contribution / active EE | $1,380 | $2,805-50.8% | $4,608-70.0% | $1,899-27.3% |
| Participant deferral / active EE | $9,053 | $5,042+79.5% | $6,026+50.2% | $3,046+197.2% |
| Admin fee / account holder | $11 | $105-89.7% | $8,175-99.9% | $91-88.0% |