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 | $18,221 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $86,894 | $52,467+65.6% | $57,179+52.0% | $55,167+57.5% |
| Participation rate | 98.3% | 75.8%+22.4pp | 75.3%+22.9pp | 69.0%+29.3pp |
| Annual return | 7.44% | 7.72%-0.3pp | 14.59%-7.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $9,230 | $2,477+272.6% | $2,682+244.1% | $1,963+370.3% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $2 | $269-99.1% | $3,139-99.9% | $504-99.5% |