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 27 · EIN 71-0294708 | Advisory (Plan) | $202,863 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 99 · EIN 13-5674085 | Other Fees | $147,833 |
MORNINGSTAR7+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $31,342 |
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 | $85,515 | $144,996-41.0% | $111,297-23.2% | $93,030-8.1% |
| Participation rate | 92.6% | 86.2%+6.5pp | 77.3%+15.3pp | 73.9%+18.7pp |
| Annual return | 18.18% | 18.26%-0.1pp | 54.65%-36.5pp | 158.70%-140.5pp |
| Employer contribution / active EE | $1,659 | $3,056-45.7% | $2,731-39.2% | $2,706-38.7% |
| Participant deferral / active EE | $4,295 | $5,587-23.1% | $4,487-4.3% | $4,562-5.9% |
| Admin fee / account holder | $91 | $103-11.6% | $7,964-98.9% | $152-39.7% |