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 | $1,984 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,232 | $39,458+50.1% | $60,547-2.2% | $55,191+7.3% |
| Participation rate | 38.0% | 59.6%-21.6pp | 68.0%-30.0pp | 69.2%-31.2pp |
| Annual return | 0.22% | 3.35%-3.1pp | 335.64%-335.4pp | 10.78%-10.6pp |
| Employer contribution / active EE | $323 | $1,210-73.3% | $2,419-86.7% | $1,899-83.0% |
| Participant deferral / active EE | $2,081 | $2,140-2.8% | $3,328-37.5% | $3,046-31.7% |
| Admin fee / account holder | $10 | $95-89.3% | $4,536-99.8% | $91-88.8% |