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 - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $9,232 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $6,154 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,522 | $80,724-21.3% | $103,333-38.5% | $74,495-14.7% |
| Participation rate | 80.8% | 65.7%+15.1pp | 74.5%+6.3pp | 67.2%+13.6pp |
| Annual return | 12.17% | 27.56%-15.4pp | 24.88%-12.7pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $4,133 | $3,157+30.9% | $3,868+6.9% | $2,623+57.6% |
| Participant deferral / active EE | $2,671 | $3,860-30.8% | $5,057-47.2% | $4,346-38.5% |
| Admin fee / account holder | $390 | $2,368-83.5% | $8,355-95.3% | $1,942-79.9% |