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 | $98,954 |
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 | $212,829 | $58,926+261.2% | $97,226+118.9% | $74,495+185.7% |
| Participation rate | 74.3% | 63.5%+10.8pp | 72.7%+1.6pp | 67.2%+7.1pp |
| Annual return | 13.10% | 16.04%-2.9pp | 75.13%-62.0pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $8,632 | $1,894+355.7% | $2,729+216.3% | $2,623+229.1% |
| Participant deferral / active EE | $6,442 | $3,664+75.8% | $4,264+51.1% | $4,346+48.2% |
| Admin fee / account holder | $471 | $1,974-76.1% | $5,654-91.7% | $1,942-75.7% |