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 | $40,351 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,863 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $92,705 | $79,519+16.6% | $95,952-3.4% | $73,409+26.3% |
| Participation rate | 82.9% | 81.2%+1.7pp | 77.1%+5.8pp | 72.2%+10.7pp |
| Annual return | 10.53% | 19.20%-8.7pp | 91.61%-81.1pp | 59.29%-48.8pp |
| Employer contribution / active EE | $1,794 | $2,048-12.4% | $2,541-29.4% | $2,234-19.7% |
| Participant deferral / active EE | $3,690 | $4,138-10.8% | $4,167-11.4% | $3,805-3.0% |
| Admin fee / account holder | $97 | $184-47.1% | $6,795-98.6% | $158-38.3% |