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 RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $8,900 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $8,287 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,599 | $42,548+54.2% | $74,550-12.0% | $56,287+16.5% |
| Participation rate | 36.7% | 60.5%-23.8pp | 69.1%-32.5pp | 69.9%-33.2pp |
| Annual return | -6.21% | 12.40%-18.6pp | 32.53%-38.7pp | -9.96%+3.7pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,346 | $2,277+46.9% | $3,108+7.6% | $3,350-0.1% |
| Admin fee / account holder | $153 | $467-67.2% | $5,060-97.0% | $521-70.5% |