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 & SMIT Service code 16 · EIN 13-5674085 | Consulting | $30,398 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,360 |
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 | $76,275 | $69,305+10.1% | $82,313-7.3% | $69,631+9.5% |
| Participation rate | 93.7% | 80.3%+13.4pp | 76.9%+16.8pp | 70.7%+23.0pp |
| Annual return | 15.94% | 21.47%-5.5pp | 25.88%-9.9pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $1,865 | $1,887-1.1% | $2,428-23.2% | $2,032-8.2% |
| Participant deferral / active EE | $3,832 | $3,568+7.4% | $3,706+3.4% | $3,224+18.9% |
| Admin fee / account holder | $55 | $97-43.0% | $5,608-99.0% | $110-49.8% |