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 LIFE AGENCY Service code 27 | Advisory (Plan) | $0 |
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 | $39,693 | $77,813-49.0% | $123,544-67.9% | $64,186-38.2% |
| Participation rate | 88.1% | 74.7%+13.4pp | 82.3%+5.8pp | 69.6%+18.5pp |
| Annual return | -5.58% | 12.48%-18.1pp | 119.20%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,705 | $3,014-10.3% | $4,628-41.6% | $2,381+13.6% |
| Participant deferral / active EE | $4,348 | $5,240-17.0% | $6,426-32.3% | $3,470+25.3% |
| Admin fee / account holder | $26 | $5,519-99.5% | $9,284-99.7% | $4,888-99.5% |