Filed December 6, 2024
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 28 · EIN 13-5674085 | Investment Management | $112,556 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $192,069-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 13.2%-13.2pp | 0.8%-0.8pp |
| Annual return | -1.15% | -0.60%-0.5pp | -0.79%-0.4pp | -0.60%-0.5pp |
| Employer contribution / active EE | $6,034 | $12,272-50.8% | $28,419-78.8% | $12,272-50.8% |
| Participant deferral / active EE | $0 | $416-100.0% | $37-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $6,324-100.0% | $717-100.0% |