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 | $628,052 |
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 | $75,680 | $117,238-35.4% | $87,100-13.1% | $82,204-7.9% |
| Participation rate | 95.7% | 87.2%+8.4pp | 76.9%+18.8pp | 73.4%+22.3pp |
| Annual return | 27.71% | 25.80%+1.9pp | 28.19%-0.5pp | 26.31%+1.4pp |
| Employer contribution / active EE | $2,849 | $3,535-19.4% | $2,521+13.0% | $2,707+5.2% |
| Participant deferral / active EE | $5,324 | $5,976-10.9% | $4,049+31.5% | $4,246+25.4% |
| Admin fee / account holder | $51 | $81-36.8% | $7,497-99.3% | $76-32.0% |