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 Service code 22 · EIN 13-5674085 | Insurance Broker | $26,362 |
Service code 12 · EIN 13-3689044 | Float revenue; Shareholder servicing ... | $19,146 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,915 | $55,415+29.8% | $155,509-53.8% | $74,495-3.5% |
| Participation rate | 58.9% | 61.9%-3.0pp | 78.2%-19.3pp | 67.2%-8.3pp |
| Annual return | 11.14% | 268.50%-257.4pp | 64.67%-53.5pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,807 | $2,836-1.0% | $5,626-50.1% | $4,346-35.4% |
| Admin fee / account holder | $278 | $1,738-84.0% | $15,912-98.3% | $1,942-85.7% |