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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.
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 LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $6,225 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,495 | $89,652-72.7% | $141,162-82.6% | $65,185-62.4% |
| Participation rate | 57.4% | 74.7%-17.3pp | 82.5%-25.1pp | 70.2%-12.8pp |
| Annual return | 42.07% | 32.79%+9.3pp | 71.39%-29.3pp | 29.38%+12.7pp |
| Employer contribution / active EE | $1,176 | $3,065-61.6% | $4,735-75.2% | $2,177-46.0% |
| Participant deferral / active EE | $3,375 | $5,691-40.7% | $6,709-49.7% | $3,514-3.9% |
| Admin fee / account holder | $25 | $569-95.6% | $10,261-99.8% | $847-97.0% |