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 9-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 | $14,140 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,314 | $86,332-9.3% | $125,175-37.4% | $65,185+20.1% |
| Participation rate | 81.8% | 75.3%+6.5pp | 79.8%+2.0pp | 70.2%+11.6pp |
| Annual return | 24.94% | 27.43%-2.5pp | 43.79%-18.8pp | 29.38%-4.4pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,782 | $3,537+91.7% | $4,937+37.4% | $3,514+93.0% |
| Admin fee / account holder | $19 | $609-96.9% | $9,702-99.8% | $847-97.8% |