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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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $115,749 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,110 | $86,225+38.1% | $146,665-18.8% | $86,799+37.2% |
| Participation rate | 74.3% | 78.0%-3.7pp | 80.1%-5.8pp | 72.3%+2.0pp |
| Annual return | 12.02% | 31.23%-19.2pp | 22.74%-10.7pp | 97.91%-85.9pp |
| Employer contribution / active EE | $2,441 | $2,392+2.0% | $4,136-41.0% | $2,405+1.5% |
| Participant deferral / active EE | $4,670 | $4,245+10.0% | $5,506-15.2% | $4,131+13.0% |
| Admin fee / account holder | $280 | $195+43.5% | $10,280-97.3% | $170+65.3% |