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 | $33,319 |
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 | $103,291 | $55,002+87.8% | $59,878+72.5% | $56,287+83.5% |
| Participation rate | 97.2% | 75.9%+21.3pp | 74.7%+22.5pp | 69.9%+27.4pp |
| Annual return | -5.40% | 1.13%-6.5pp | 3.46%-8.9pp | -9.96%+4.6pp |
| Employer contribution / active EE | $9,304 | $2,448+280.1% | $2,722+241.8% | $2,111+340.7% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1 | $236-99.4% | $3,590-100.0% | $521-99.7% |