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 | $78,808 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $174,886 | $65,376+167.5% | $87,100+100.8% | $65,185+168.3% |
| Participation rate | 98.5% | 75.3%+23.2pp | 76.9%+21.7pp | 70.2%+28.3pp |
| Annual return | 20.75% | 31.27%-10.5pp | 28.19%-7.4pp | 29.38%-8.6pp |
| Employer contribution / active EE | $3,440 | $1,822+88.8% | $2,521+36.4% | $2,177+58.1% |
| Participant deferral / active EE | $9,004 | $3,388+165.7% | $4,049+122.4% | $3,514+156.3% |
| Admin fee / account holder | $502 | $520-3.4% | $7,497-93.3% | $847-40.7% |