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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.
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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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 50 · EIN 13-5674085 | Direct Payment | $62,395 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,246 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $7,537 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,445 | $82,917+11.5% | $103,333-10.5% | $77,643+19.1% |
| Participation rate | 50.8% | 71.6%-20.8pp | 74.5%-23.7pp | 70.6%-19.8pp |
| Annual return | 13.26% | 19.13%-5.9pp | 24.88%-11.6pp | 31.24%-18.0pp |
| Employer contribution / active EE | $941 | $3,552-73.5% | $3,868-75.7% | $2,726-65.5% |
| Participant deferral / active EE | $2,658 | $4,108-35.3% | $5,057-47.5% | $4,647-42.8% |
| Admin fee / account holder | $570 | $638-10.7% | $8,355-93.2% | $430+32.4% |