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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $51,860 |
Service code 49 | Other Services | $26,168 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $88,157 | $71,192+23.8% | $117,854-25.2% | $62,292+41.5% |
| Participation rate | 70.2% | 74.2%-4.0pp | 79.7%-9.4pp | 69.5%+0.7pp |
| Annual return | 13.74% | 18.66%-4.9pp | 335.08%-321.3pp | 28.90%-15.2pp |
| Employer contribution / active EE | $622 | $1,934-67.8% | $3,786-83.6% | $2,042-69.6% |
| Participant deferral / active EE | $3,532 | $3,189+10.8% | $4,482-21.2% | $3,169+11.5% |
| Admin fee / account holder | $504 | $587-14.3% | $8,020-93.7% | $479+5.0% |