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 | $61,374 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $641,010 | $55,415+1056.7% | $155,509+312.2% | $74,495+760.5% |
| Participation rate | 95.6% | 61.9%+33.7pp | 78.2%+17.4pp | 67.2%+28.4pp |
| Annual return | 18.70% | 268.50%-249.8pp | 64.67%-46.0pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $38,145 | $2,267+1582.5% | $4,672+716.4% | $2,623+1354.2% |
| Participant deferral / active EE | $16,840 | $2,836+493.8% | $5,626+199.3% | $4,346+287.5% |
| Admin fee / account holder | $6 | $1,738-99.6% | $15,912-100.0% | $1,942-99.7% |