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 | $8,908 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,902 | $82,664+22.1% | $125,339-19.5% | $68,494+47.3% |
| Participation rate | 91.8% | 75.0%+16.8pp | 82.4%+9.5pp | 67.9%+23.9pp |
| Annual return | -12.07% | -5.97%-6.1pp | 572.05%-584.1pp | -7.84%-4.2pp |
| Employer contribution / active EE | $5,438 | $3,381+60.8% | $4,814+13.0% | $2,596+109.5% |
| Participant deferral / active EE | $8,776 | $6,110+43.6% | $7,446+17.9% | $4,027+117.9% |
| Admin fee / account holder | $70 | $6,275-98.9% | $10,010-99.3% | $5,403-98.7% |