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 - EPS INC. Service code 26 · EIN 13-5674085 | Advisory (Participants) | $21,792 |
Filed as: MERRILL LYNCH - FAS Service code 26 | Advisory (Participants) | $21,792 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,312 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,485 | $45,863+147.4% | $77,024+47.3% | $68,494+65.7% |
| Participation rate | 97.4% | 55.9%+41.5pp | 67.9%+29.5pp | 67.9%+29.5pp |
| Annual return | -16.71% | 1.72%-18.4pp | 42.32%-59.0pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,428 | $1,650-13.4% | $2,812-49.2% | $2,596-45.0% |
| Participant deferral / active EE | $5,691 | $2,962+92.1% | $4,426+28.6% | $4,027+41.3% |
| Admin fee / account holder | $694 | $3,041-77.2% | $5,425-87.2% | $5,403-87.2% |