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 | $7,019 |
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 | $49,162 | $47,848+2.7% | $81,478-39.7% | $70,131-29.9% |
| Participation rate | 85.7% | 58.3%+27.4pp | 68.0%+17.8pp | 69.5%+16.2pp |
| Annual return | 13.74% | 27.25%-13.5pp | 38.78%-25.0pp | 73.14%-59.4pp |
| Employer contribution / active EE | $3,459 | $1,527+126.5% | $2,568+34.7% | $2,342+47.7% |
| Participant deferral / active EE | $3,932 | $2,453+60.3% | $3,537+11.2% | $3,332+18.0% |
| Admin fee / account holder | $62 | $3,145-98.0% | $4,561-98.7% | $4,645-98.7% |