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 LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $21,235 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,987 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $52,056 | $89,652-41.9% | $141,162-63.1% | $65,185-20.1% |
| Participation rate | 98.6% | 74.7%+23.9pp | 82.5%+16.2pp | 70.2%+28.4pp |
| Annual return | 30.74% | 32.79%-2.1pp | 71.39%-40.7pp | 29.38%+1.4pp |
| Employer contribution / active EE | $3,829 | $3,065+24.9% | $4,735-19.1% | $2,177+75.9% |
| Participant deferral / active EE | $7,084 | $5,691+24.5% | $6,709+5.6% | $3,514+101.6% |
| Admin fee / account holder | $28 | $569-95.0% | $10,261-99.7% | $847-96.7% |