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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.
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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 |
|---|---|---|
MERRIL LYNCH1 year Filed as: MERRIL LYNCH PIERCE FENNER SMITH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $6,915 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,086 | $34,677-42.1% | $77,024-73.9% | $64,808-69.0% |
| Participation rate | 10.1% | 49.8%-39.8pp | 67.9%-57.9pp | 71.5%-61.4pp |
| Annual return | -19.13% | -5.33%-13.8pp | 42.32%-61.4pp | 32.82%-51.9pp |
| Employer contribution / active EE | $0 | $1,370-100.0% | $2,812-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $612 | $2,556-76.1% | $4,426-86.2% | $4,310-85.8% |
| Admin fee / account holder | $117 | $179-34.5% | $5,425-97.8% | $188-37.7% |