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 | $6,617 |
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 | $84,515 | $75,284+12.3% | $91,001-7.1% | $69,631+21.4% |
| Participation rate | 50.7% | 80.4%-29.7pp | 75.6%-24.9pp | 70.7%-20.0pp |
| Annual return | 17.61% | 48.40%-30.8pp | 4.60%+13.0pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $698 | $2,473-71.8% | $2,456-71.6% | $2,032-65.7% |
| Participant deferral / active EE | $1,578 | $3,700-57.3% | $3,547-55.5% | $3,224-51.0% |
| Admin fee / account holder | $40 | $111-63.9% | $5,417-99.3% | $110-63.9% |