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 RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $19,916 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,569 |
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 | $76,672 | $50,666+51.3% | $76,817-0.2% | $65,185+17.6% |
| Participation rate | 73.3% | 68.8%+4.5pp | 72.1%+1.2pp | 70.2%+3.1pp |
| Annual return | 25.37% | 28.51%-3.1pp | 1166.11%-1140.7pp | 29.38%-4.0pp |
| Employer contribution / active EE | $1,241 | $1,575-21.2% | $2,302-46.1% | $2,177-43.0% |
| Participant deferral / active EE | $2,665 | $2,647+0.7% | $3,336-20.1% | $3,514-24.2% |
| Admin fee / account holder | $339 | $463-26.8% | $6,420-94.7% | $847-60.0% |