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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $8,359 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,061 | $74,024+13.6% | $77,999+7.8% | $57,658+45.8% |
| Participation rate | 39.9% | 79.7%-39.8pp | 75.5%-35.6pp | 70.2%-30.3pp |
| Annual return | 7.81% | 12.14%-4.3pp | 425.96%-418.2pp | 5.13%+2.7pp |
| Employer contribution / active EE | $561 | $2,365-76.3% | $2,470-77.3% | $1,974-71.6% |
| Participant deferral / active EE | $1,272 | $3,533-64.0% | $3,497-63.6% | $3,061-58.4% |
| Admin fee / account holder | $60 | $93-35.9% | $5,480-98.9% | $95-36.8% |