Filed October 31, 2025 (most recent of 3 filings on file)
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 | $15,060 |
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 | $96,475 | $62,267+54.9% | $110,238-12.5% | $55,725+73.1% |
| Participation rate | 98.0% | 78.1%+19.8pp | 79.8%+18.1pp | 70.9%+27.1pp |
| Annual return | -4.86% | -1.07%-3.8pp | 314.74%-319.6pp | 244.93%-249.8pp |
| Employer contribution / active EE | $3,486 | $1,941+79.6% | $3,826-8.9% | $2,078+67.8% |
| Participant deferral / active EE | $5,835 | $3,516+66.0% | $4,672+24.9% | $3,356+73.9% |
| Admin fee / account holder | $13 | $121-89.2% | $8,547-99.8% | $115-88.7% |