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 | $775 |
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 | $69,040 | $75,183-8.2% | $123,892-44.3% | $55,167+25.1% |
| Participation rate | 78.7% | 72.8%+5.9pp | 81.4%-2.7pp | 69.0%+9.7pp |
| Annual return | 6.67% | 19.01%-12.3pp | 47.52%-40.9pp | 169.23%-162.6pp |
| Employer contribution / active EE | $1,961 | $2,823-30.5% | $4,617-57.5% | $1,963-0.1% |
| Participant deferral / active EE | $2,932 | $5,084-42.3% | $5,984-51.0% | $3,054-4.0% |
| Admin fee / account holder | $10 | $663-98.5% | $8,357-99.9% | $504-98.0% |