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 | $9,471 |
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 | $30,638 | $39,245-21.9% | $64,105-52.2% | $52,331-41.5% |
| Participation rate | 74.0% | 58.2%+15.8pp | 68.2%+5.8pp | 68.1%+5.9pp |
| Annual return | 0.27% | 14.79%-14.5pp | 791.24%-791.0pp | 4.54%-4.3pp |
| Employer contribution / active EE | $172 | $736-76.6% | $1,820-90.5% | $1,882-90.8% |
| Participant deferral / active EE | $1,030 | $1,992-48.3% | $2,822-63.5% | $3,022-65.9% |
| Admin fee / account holder | $45 | $592-92.4% | $4,499-99.0% | $592-92.3% |