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 27 51 JFK PARKWAY 3RD FL · SHORT HILLS, NJ 07078 | Advisory (Plan) | $27,492 |
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 | $22,230 | $70,428-68.4% | $96,562-77.0% | $85,850-74.1% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 17.32% | 18.59%-1.3pp | 37.78%-20.5pp | 318.53%-301.2pp |
| Employer contribution / active EE | $5,268 | $1,413+272.8% | $2,356+123.6% | $2,565+105.4% |
| Participant deferral / active EE | $2,574 | $2,894-11.1% | $3,849-33.1% | $3,952-34.9% |
| Admin fee / account holder | $211 | $4,997-95.8% | $6,181-96.6% | $6,260-96.6% |