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 | $4,450 |
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 | $63,934 | $31,424+103.5% | $81,478-21.5% | $69,631-8.2% |
| Participation rate | 81.3% | 50.8%+30.5pp | 68.0%+13.4pp | 70.7%+10.6pp |
| Annual return | 18.23% | 22.44%-4.2pp | 38.78%-20.5pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $1,837 | $1,029+78.5% | $2,568-28.5% | $2,032-9.6% |
| Participant deferral / active EE | $4,815 | $1,838+161.9% | $3,537+36.1% | $3,224+49.3% |
| Admin fee / account holder | $6 | $103-94.0% | $4,561-99.9% | $110-94.5% |