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 9-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 | $106,724 |
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 | $66,657 | $111,608-40.3% | $177,821-62.5% | $73,409-9.2% |
| Participation rate | 73.8% | 87.9%-14.1pp | 87.7%-13.9pp | 72.2%+1.6pp |
| Annual return | 14.95% | 18.23%-3.3pp | 48.32%-33.4pp | 59.29%-44.3pp |
| Employer contribution / active EE | $3,510 | $3,796-7.5% | $5,918-40.7% | $2,234+57.1% |
| Participant deferral / active EE | $7,088 | $6,199+14.3% | $7,714-8.1% | $3,805+86.3% |
| Admin fee / account holder | $296 | $166+78.6% | $12,427-97.6% | $158+87.2% |