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 | $668,057 |
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 | $84,998 | $118,464-28.2% | $96,544-12.0% | $103,482-17.9% |
| Participation rate | 93.4% | 89.0%+4.4pp | 76.0%+17.4pp | 73.3%+20.1pp |
| Annual return | 18.66% | 18.79%-0.1pp | 25.84%-7.2pp | 33.11%-14.4pp |
| Employer contribution / active EE | $3,214 | $4,210-23.7% | $2,965+8.4% | $3,208+0.2% |
| Participant deferral / active EE | $5,915 | $7,277-18.7% | $4,851+21.9% | $5,207+13.6% |
| Admin fee / account holder | $50 | $81-38.5% | $8,252-99.4% | $114-56.3% |