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 | $3,442 |
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 | $79,202 | $89,355-11.4% | $141,162-43.9% | $72,985+8.5% |
| Participation rate | 95.2% | 75.1%+20.0pp | 82.5%+12.7pp | 69.5%+25.7pp |
| Annual return | 18.96% | 111.85%-92.9pp | 71.39%-52.4pp | 81.00%-62.0pp |
| Employer contribution / active EE | $4,034 | $3,114+29.5% | $4,735-14.8% | $2,440+65.4% |
| Participant deferral / active EE | $6,005 | $5,418+10.8% | $6,709-10.5% | $3,607+66.5% |
| Admin fee / account holder | $21 | $5,958-99.7% | $10,261-99.8% | $5,124-99.6% |