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 RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $27,419 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $2,010 |
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 | $80,149 | $82,664-3.0% | $125,339-36.1% | $68,494+17.0% |
| Participation rate | 93.1% | 75.0%+18.1pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | -16.42% | -5.97%-10.4pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $6,768 | $3,381+100.2% | $4,814+40.6% | $2,596+160.7% |
| Participant deferral / active EE | $7,955 | $6,110+30.2% | $7,446+6.8% | $4,027+97.5% |
| Admin fee / account holder | $260 | $6,275-95.8% | $10,010-97.4% | $5,403-95.2% |