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 6-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 - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $15,487 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $15,487 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,784 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,728 | $87,870-4.7% | $113,168-26.0% | $74,304+12.7% |
| Participation rate | 95.1% | 70.7%+24.4pp | 76.6%+18.6pp | 60.3%+34.8pp |
| Annual return | 17.20% | 26.44%-9.2pp | 24.27%-7.1pp | 29.43%-12.2pp |
| Employer contribution / active EE | $3,830 | $2,277+68.2% | $2,975+28.7% | $2,241+70.9% |
| Participant deferral / active EE | $5,598 | $4,241+32.0% | $5,107+9.6% | $3,767+48.6% |
| Admin fee / account holder | $626 | $3,368-81.4% | $12,068-94.8% | $2,969-78.9% |