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 RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $18,089 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $14,961 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $66,400 | $78,422-15.3% | $95,952-30.8% | $79,858-16.9% |
| Participation rate | 93.4% | 73.5%+19.9pp | 77.1%+16.3pp | 69.6%+23.8pp |
| Annual return | 12.92% | 19.37%-6.5pp | 91.61%-78.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $5,372 | $1,945+176.2% | $2,541+111.4% | $2,471+117.4% |
| Participant deferral / active EE | $11,213 | $3,440+226.0% | $4,167+169.1% | $3,740+199.8% |
| Admin fee / account holder | $290 | $5,622-94.8% | $6,795-95.7% | $5,306-94.5% |