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 16 · EIN 13-5674085 | Consulting | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,462 |
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 | $63,720 | $42,810+48.8% | $169,463-62.4% | $55,725+14.3% |
| Participation rate | 77.9% | 64.7%+13.2pp | 77.8%+0.2pp | 70.9%+7.1pp |
| Annual return | -5.54% | -3.61%-1.9pp | 1.83%-7.4pp | 244.93%-250.5pp |
| Employer contribution / active EE | $2,497 | $1,402+78.1% | $4,159-40.0% | $2,078+20.1% |
| Participant deferral / active EE | $4,280 | $3,141+36.3% | $5,277-18.9% | $3,356+27.6% |
| Admin fee / account holder | $0 | $106-100.0% | $9,109-100.0% | $115-100.0% |