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 | $6,258 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,277 | $72,770-40.5% | $67,652-36.0% | $55,191-21.6% |
| Participation rate | 92.3% | 78.8%+13.5pp | 75.7%+16.6pp | 69.2%+23.1pp |
| Annual return | 0.60% | -3.26%+3.9pp | 6625.04%-6624.4pp | 10.78%-10.2pp |
| Employer contribution / active EE | $800 | $1,769-54.8% | $2,266-64.7% | $1,899-57.9% |
| Participant deferral / active EE | $2,402 | $3,408-29.5% | $3,560-32.5% | $3,046-21.2% |
| Admin fee / account holder | $21 | $79-73.1% | $4,821-99.6% | $91-76.7% |