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 | $396,658 |
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 | $73,297 | $82,422-11.1% | $67,652+8.3% | $67,505+8.6% |
| Participation rate | 74.1% | 84.2%-10.1pp | 75.7%-1.6pp | 71.2%+2.9pp |
| Annual return | 0.71% | 12.72%-12.0pp | 6625.04%-6624.3pp | 6.52%-5.8pp |
| Employer contribution / active EE | $3,025 | $2,879+5.1% | $2,266+33.5% | $2,173+39.2% |
| Participant deferral / active EE | $3,630 | $5,020-27.7% | $3,560+2.0% | $3,597+0.9% |
| Admin fee / account holder | $47 | $53-11.8% | $4,821-99.0% | $56-16.4% |