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 |
|---|---|---|
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $227,904 |
Filed as: MERRILL LYNCH RETIREMENT&BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $62,725 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,911 | $160,882-28.6% | $200,582-42.7% | $102,872+11.7% |
| Participation rate | 91.8% | 91.2%+0.6pp | 86.9%+4.9pp | 73.0%+18.8pp |
| Annual return | 18.04% | 18.15%-0.1pp | 42.33%-24.3pp | 19.06%-1.0pp |
| Employer contribution / active EE | $3,169 | $5,602-43.4% | $6,419-50.6% | $3,526-10.1% |
| Participant deferral / active EE | $9,795 | $9,300+5.3% | $9,331+5.0% | $5,535+77.0% |
| Admin fee / account holder | $123 | $125-1.2% | $16,305-99.2% | $292-57.8% |