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 & SMITH Service code 18 · EIN 13-5674085 | Custodial (other than securities); Se... | $26,093 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $4,330 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,559 | $50,464-19.6% | $75,781-46.5% | $52,331-22.5% |
| Participation rate | 74.9% | 66.8%+8.1pp | 75.8%-0.9pp | 68.1%+6.8pp |
| Annual return | -2.51% | 1.03%-3.5pp | 9.68%-12.2pp | 4.54%-7.1pp |
| Employer contribution / active EE | $912 | $1,988-54.2% | $3,323-72.6% | $1,882-51.6% |
| Participant deferral / active EE | $2,346 | $2,570-8.7% | $3,651-35.7% | $3,022-22.4% |
| Admin fee / account holder | $144 | $1,103-87.0% | $5,299-97.3% | $592-75.7% |