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 17 · EIN 13-5674085 | Pension Consulting | $29,730 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$31,819 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $260,925 | $98,750+164.2% | $149,696+74.3% | $79,858+226.7% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.5%+16.2pp | 69.6%+29.0pp |
| Annual return | 18.48% | 27.43%-8.9pp | 276.60%-258.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $6,128 | $3,216+90.5% | $4,644+31.9% | $2,471+148.0% |
| Participant deferral / active EE | $8,239 | $5,680+45.0% | $6,842+20.4% | $3,740+120.3% |
| Admin fee / account holder | $22 | $6,053-99.6% | $9,309-99.8% | $5,306-99.6% |