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 | $82,662 |
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 | $79,625 | $69,362+14.8% | $101,248-21.4% | $73,488+8.4% |
| Participation rate | 93.9% | 68.4%+25.5pp | 75.8%+18.1pp | 70.7%+23.2pp |
| Annual return | 13.26% | 18.46%-5.2pp | 46.47%-33.2pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,213 | $2,628-53.8% | $3,660-66.8% | $2,270-46.5% |
| Participant deferral / active EE | $3,301 | $3,3000% | $4,370-24.5% | $3,740-11.7% |
| Admin fee / account holder | $265 | $704-62.3% | $5,945-95.5% | $513-48.4% |