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 - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $12,694 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $12,694 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,763 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,332 | $79,944+73.0% | $98,439+40.5% | $75,163+84.0% |
| Participation rate | 90.2% | 70.4%+19.9pp | 75.2%+15.1pp | 67.2%+23.1pp |
| Annual return | 15.90% | 19.75%-3.8pp | 21.16%-5.3pp | 160.62%-144.7pp |
| Employer contribution / active EE | $5,611 | $2,264+147.9% | $3,048+84.1% | $2,670+110.2% |
| Participant deferral / active EE | $8,534 | $3,752+127.4% | $4,738+80.1% | $4,125+106.9% |
| Admin fee / account holder | $590 | $6,840-91.4% | $8,948-93.4% | $5,651-89.6% |