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 | $41,596 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,411 | $78,422+25.5% | $95,952+2.6% | $79,858+23.2% |
| Participation rate | 95.0% | 73.5%+21.5pp | 77.1%+17.9pp | 69.6%+25.4pp |
| Annual return | 12.80% | 19.37%-6.6pp | 91.61%-78.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $827 | $1,945-57.5% | $2,541-67.5% | $2,471-66.5% |
| Participant deferral / active EE | $4,904 | $3,440+42.6% | $4,167+17.7% | $3,740+31.1% |
| Admin fee / account holder | $404 | $5,622-92.8% | $6,795-94.1% | $5,306-92.4% |