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 | $678,133 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,872 | $106,087-29.4% | $86,677-13.6% | $78,044-4.1% |
| Participation rate | 94.5% | 89.6%+4.9pp | 76.6%+17.9pp | 74.4%+20.1pp |
| Annual return | -15.63% | -14.87%-0.8pp | 35.91%-51.5pp | 10.87%-26.5pp |
| Employer contribution / active EE | $3,075 | $4,110-25.2% | $2,836+8.4% | $3,125-1.6% |
| Participant deferral / active EE | $5,712 | $6,851-16.6% | $4,656+22.7% | $5,084+12.3% |
| Admin fee / account holder | $52 | $81-36.1% | $7,493-99.3% | $79-34.3% |