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 26 · EIN 13-5674085 150 N COLLEGE ST. · CHARLOTTE, NC 28202 | Advisory (Participants) | $20,521 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $3,188 |
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 | $27,604 | $60,323-54.2% | $81,812-66.3% | $74,495-62.9% |
| Participation rate | 99.5% | 62.9%+36.6pp | 72.3%+27.1pp | 67.2%+32.3pp |
| Annual return | 14.56% | 16.90%-2.3pp | 773.79%-759.2pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $2,282 | $2,620-12.9% | $2,912-21.6% | $2,623-13.0% |
| Participant deferral / active EE | $2,999 | $3,387-11.5% | $4,319-30.5% | $4,346-31.0% |
| Admin fee / account holder | $232 | $1,486-84.4% | $7,386-96.9% | $1,942-88.0% |