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 | $1,824 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,600 | $80,211-33.2% | $74,183-27.7% | $63,975-16.2% |
| Participation rate | 77.1% | 84.2%-7.1pp | 76.6%+0.5pp | 71.1%+6.0pp |
| Annual return | 9.96% | 14.13%-4.2pp | 17.74%-7.8pp | 48.65%-38.7pp |
| Employer contribution / active EE | $1,975 | $2,553-22.7% | $2,370-16.7% | $2,182-9.5% |
| Participant deferral / active EE | $4,348 | $4,370-0.5% | $3,550+22.5% | $3,356+29.6% |
| Admin fee / account holder | $4 | $67-94.7% | $5,586-99.9% | $70-95.0% |