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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.
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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 RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $26,432 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $12,981 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,657 | $60,323-21.0% | $81,812-41.7% | $74,495-36.0% |
| Participation rate | 89.8% | 62.9%+27.0pp | 72.3%+17.5pp | 67.2%+22.6pp |
| Annual return | 16.18% | 16.90%-0.7pp | 773.79%-757.6pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $1,572 | $2,620-40.0% | $2,912-46.0% | $2,623-40.1% |
| Participant deferral / active EE | $4,399 | $3,387+29.9% | $4,319+1.9% | $4,346+1.2% |
| Admin fee / account holder | $323 | $1,486-78.3% | $7,386-95.6% | $1,942-83.4% |