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 | $59,176 |
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 | $102,096 | $54,045+88.9% | $115,157-11.3% | $65,185+56.6% |
| Participation rate | 85.9% | 63.5%+22.3pp | 75.9%+10.0pp | 70.2%+15.7pp |
| Annual return | 20.37% | 26.55%-6.2pp | 35.60%-15.2pp | 29.38%-9.0pp |
| Employer contribution / active EE | $3,762 | $1,653+127.6% | $3,179+18.3% | $2,177+72.8% |
| Participant deferral / active EE | $5,289 | $2,504+111.2% | $4,168+26.9% | $3,514+50.5% |
| Admin fee / account holder | $29 | $626-95.4% | $7,088-99.6% | $847-96.6% |