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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,379 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $167,161 | $79,519+110.2% | $95,952+74.2% | $73,409+127.7% |
| Participation rate | 80.9% | 81.2%-0.3pp | 77.1%+3.8pp | 72.2%+8.7pp |
| Annual return | 13.33% | 19.20%-5.9pp | 91.61%-78.3pp | 59.29%-46.0pp |
| Employer contribution / active EE | $1,347 | $2,048-34.2% | $2,541-47.0% | $2,234-39.7% |
| Participant deferral / active EE | $3,579 | $4,138-13.5% | $4,167-14.1% | $3,805-5.9% |
| Admin fee / account holder | $8 | $184-95.8% | $6,795-99.9% | $158-95.1% |