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 CONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $75,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $32,112 |
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 | $79,068 | $61,125+29.4% | $108,579-27.2% | $63,975+23.6% |
| Participation rate | 75.7% | 80.5%-4.9pp | 79.6%-3.9pp | 71.1%+4.5pp |
| Annual return | 14.67% | 14.06%+0.6pp | -51.70%+66.4pp | 48.65%-34.0pp |
| Employer contribution / active EE | $4,416 | $2,237+97.5% | $3,758+17.5% | $2,182+102.4% |
| Participant deferral / active EE | $6,255 | $3,574+75.0% | $4,311+45.1% | $3,356+86.3% |
| Admin fee / account holder | $24 | $72-66.1% | $7,645-99.7% | $70-65.4% |