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, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $80,882 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $152,960 | $49,138+211.3% | $84,015+82.1% | $65,185+134.7% |
| Participation rate | 83.3% | 60.7%+22.6pp | 69.0%+14.3pp | 70.2%+13.1pp |
| Annual return | 20.99% | 23.00%-2.0pp | 71.31%-50.3pp | 29.38%-8.4pp |
| Employer contribution / active EE | $1,964 | $914+115.0% | $1,983-1.0% | $2,177-9.8% |
| Participant deferral / active EE | $6,114 | $2,397+155.0% | $3,239+88.8% | $3,514+74.0% |
| Admin fee / account holder | $685 | $543+26.2% | $6,101-88.8% | $847-19.1% |