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 | $633,047 |
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 | $82,072 | $124,049-33.8% | $95,952-14.5% | $93,223-12.0% |
| Participation rate | 95.8% | 88.4%+7.4pp | 77.1%+18.7pp | 74.9%+20.9pp |
| Annual return | 15.77% | 22.17%-6.4pp | 91.61%-75.8pp | 19.29%-3.5pp |
| Employer contribution / active EE | $3,009 | $3,478-13.5% | $2,541+18.4% | $2,680+12.3% |
| Participant deferral / active EE | $5,700 | $6,147-7.3% | $4,167+36.8% | $4,563+24.9% |
| Admin fee / account holder | $50 | $73-31.5% | $6,795-99.3% | $79-37.1% |