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 Service code 26 · EIN 13-5674085 | Advisory (Participants) | $16,668 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $525 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $59,689 | $72,277-17.4% | $101,248-41.0% | $79,858-25.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.16% | 22.30%-7.1pp | 46.47%-31.3pp | 31.71%-16.6pp |
| Employer contribution / active EE | $5,092 | $2,692+89.2% | $3,660+39.1% | $2,471+106.1% |
| Participant deferral / active EE | $4,542 | $3,282+38.4% | $4,370+3.9% | $3,740+21.4% |
| Admin fee / account holder | $332 | $4,400-92.5% | $5,945-94.4% | $5,306-93.7% |