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, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $24,169 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $14,054 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,675 | $50,982-35.9% | $154,803-78.9% | $85,563-61.8% |
| Participation rate | 23.2% | 59.8%-36.6pp | 78.1%-54.8pp | 66.0%-42.7pp |
| Annual return | 15.29% | 30.35%-15.1pp | 58.88%-43.6pp | 31.51%-16.2pp |
| Employer contribution / active EE | $357 | $1,708-79.1% | $4,305-91.7% | $2,654-86.5% |
| Participant deferral / active EE | $666 | $2,474-73.1% | $5,540-88.0% | $4,375-84.8% |
| Admin fee / account holder | $271 | $846-68.0% | $14,329-98.1% | $834-67.5% |