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 9-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 | $21,847 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,068 | $33,780-25.8% | $74,550-66.4% | $75,289-66.7% |
| Participation rate | 82.4% | 62.7%+19.8pp | 69.1%+13.3pp | 72.4%+10.0pp |
| Annual return | -6.19% | -1.24%-4.9pp | 32.53%-38.7pp | -0.04%-6.1pp |
| Employer contribution / active EE | $396 | $845-53.1% | $1,961-79.8% | $2,405-83.5% |
| Participant deferral / active EE | $3,971 | $1,890+110.1% | $3,108+27.7% | $3,739+6.2% |
| Admin fee / account holder | $118 | $86+36.2% | $5,060-97.7% | $102+15.0% |