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 | $23,212 |
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 | $30,687 | $40,174-23.6% | $84,015-63.5% | $67,579-54.6% |
| Participation rate | 85.1% | 62.7%+22.4pp | 69.0%+16.1pp | 71.3%+13.8pp |
| Annual return | 21.24% | 25.82%-4.6pp | 71.31%-50.1pp | 378.56%-357.3pp |
| Employer contribution / active EE | $458 | $808-43.2% | $1,983-76.9% | $2,148-78.7% |
| Participant deferral / active EE | $4,624 | $2,301+101.0% | $3,239+42.8% | $3,539+30.7% |
| Admin fee / account holder | $86 | $128-32.6% | $6,101-98.6% | $142-39.2% |