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 Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $14,804 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,314 | $59,263-69.1% | $96,562-81.0% | $79,386-76.9% |
| Participation rate | 83.1% | 61.9%+21.2pp | 69.8%+13.3pp | 70.7%+12.4pp |
| Annual return | 18.13% | 27.07%-8.9pp | 37.78%-19.7pp | 116.85%-98.7pp |
| Employer contribution / active EE | $494 | $1,216-59.4% | $2,356-79.0% | $2,427-79.7% |
| Participant deferral / active EE | $1,780 | $2,948-39.6% | $3,849-53.7% | $4,046-56.0% |
| Admin fee / account holder | $62 | $658-90.6% | $6,181-99.0% | $626-90.1% |