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 | $2,770 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $432,887 | $83,902+415.9% | $167,512+158.4% | $84,808+410.4% |
| Participation rate | 99.0% | 66.5%+32.5pp | 77.1%+21.9pp | 68.3%+30.7pp |
| Annual return | 13.99% | 91.55%-77.6pp | 1615.79%-1601.8pp | 40.90%-26.9pp |
| Employer contribution / active EE | $25,164 | $2,264+1011.6% | $3,882+548.3% | $2,631+856.5% |
| Participant deferral / active EE | $11,659 | $4,442+162.4% | $6,405+82.0% | $4,212+176.8% |
| Admin fee / account holder | $31 | $7,915-99.6% | $9,769-99.7% | $7,344-99.6% |