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 | $93,869 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $115,858 | $52,406+121.1% | $129,207-10.3% | $74,495+55.5% |
| Participation rate | 76.5% | 53.8%+22.7pp | 69.6%+6.9pp | 67.2%+9.3pp |
| Annual return | 12.91% | 15.66%-2.7pp | 9417.33%-9404.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $7,233 | $1,531+372.6% | $4,153+74.2% | $2,623+175.8% |
| Participant deferral / active EE | $17,256 | $2,794+517.5% | $4,168+314.0% | $4,346+297.1% |
| Admin fee / account holder | $338 | $2,633-87.2% | $7,715-95.6% | $1,942-82.6% |