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 Service code 28 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Management | $34,165 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $120,345 | $58,879+104.4% | $178,490-32.6% | $73,488+63.8% |
| Participation rate | 90.9% | 66.2%+24.7pp | 81.9%+9.0pp | 70.7%+20.2pp |
| Annual return | 23.86% | 24.86%-1.0pp | 151.07%-127.2pp | 28.51%-4.7pp |
| Employer contribution / active EE | $4,144 | $2,236+85.3% | $5,011-17.3% | $2,270+82.5% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $323 | $400-19.2% | $13,984-97.7% | $513-37.0% |