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 RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $40,767 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $27,807 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,698 | $100,923-19.0% | $150,045-45.6% | $74,304+10.0% |
| Participation rate | 89.1% | 70.1%+19.0pp | 82.3%+6.8pp | 60.3%+28.7pp |
| Annual return | 17.18% | 51.77%-34.6pp | 62.55%-45.4pp | 29.43%-12.3pp |
| Employer contribution / active EE | $1,208 | $3,463-65.1% | $4,693-74.3% | $2,241-46.1% |
| Participant deferral / active EE | $10,867 | $6,709+62.0% | $7,997+35.9% | $3,767+188.5% |
| Admin fee / account holder | $186 | $2,767-93.3% | $13,435-98.6% | $2,969-93.7% |