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 | $2,743 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,130 | $80,753-19.3% | $136,294-52.2% | $62,292+4.6% |
| Participation rate | 70.7% | 73.5%-2.8pp | 81.9%-11.2pp | 69.5%+1.2pp |
| Annual return | 10.73% | 35.83%-25.1pp | 5155.94%-5145.2pp | 28.90%-18.2pp |
| Employer contribution / active EE | $2,182 | $2,884-24.3% | $4,695-53.5% | $2,042+6.9% |
| Participant deferral / active EE | $2,770 | $5,164-46.4% | $6,247-55.7% | $3,169-12.6% |
| Admin fee / account holder | $13 | $525-97.5% | $9,243-99.9% | $479-97.3% |