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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,421 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 61 · EIN 13-5674085 | Finders' fees / placement fees | $0 |
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 | $34,960 | $43,075-18.8% | $74,583-53.1% | $62,891-44.4% |
| Participation rate | 83.9% | 58.1%+25.8pp | 68.1%+15.8pp | 69.3%+14.6pp |
| Annual return | 9.29% | 17.50%-8.2pp | 20.47%-11.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $3,770 | $1,498+151.7% | $2,525+49.3% | $2,281+65.3% |
| Participant deferral / active EE | $3,815 | $2,389+59.7% | $3,458+10.3% | $3,203+19.1% |
| Admin fee / account holder | $50 | $2,840-98.2% | $4,138-98.8% | $4,296-98.8% |