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 | $577,474 |
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 | $112,676 | $84,517+33.3% | $133,956-15.9% | $93,223+20.9% |
| Participation rate | 80.9% | 81.9%-1.0pp | 79.8%+1.0pp | 74.9%+6.0pp |
| Annual return | 15.67% | 16.66%-1.0pp | 45.09%-29.4pp | 19.29%-3.6pp |
| Employer contribution / active EE | $5,344 | $2,296+132.8% | $3,919+36.4% | $2,680+99.4% |
| Participant deferral / active EE | $8,123 | $4,286+89.5% | $5,048+60.9% | $4,563+78.0% |
| Admin fee / account holder | $97 | $66+47.0% | $8,927-98.9% | $79+22.7% |