See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $72,220 |
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $30,799 |
Filed as: ALEXANDER ARONSON FINNING & CO P.C Service code 10 21 EAST MAIN STREET · WESTBOROUGH, MA 015811461 | Accounting | $5,307 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $287,855 | $46,360+520.9% | $147,614+95.0% | $52,331+450.1% |
| Participation rate | 96.4% | 64.9%+31.5pp | 84.6%+11.8pp | 68.1%+28.3pp |
| Annual return | -1.92% | 1.62%-3.5pp | 61.98%-63.9pp | 4.54%-6.5pp |
| Employer contribution / active EE | $20,298 | $2,126+854.7% | $5,564+264.8% | $1,882+978.7% |
| Participant deferral / active EE | $15,563 | $2,258+589.4% | $4,895+217.9% | $3,022+415.0% |
| Admin fee / account holder | $275 | $766-64.1% | $11,611-97.6% | $592-53.5% |