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 | $184,596 |
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $44,719 |
ARMANINO LLP4+ years Service code 10 · EIN 94-6214841 | Accounting | $14,167 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $222,465 | $62,267+257.3% | $110,238+101.8% | $55,725+299.2% |
| Participation rate | 90.2% | 78.1%+12.0pp | 79.8%+10.3pp | 70.9%+19.3pp |
| Annual return | -5.34% | -1.07%-4.3pp | 314.74%-320.1pp | 244.93%-250.3pp |
| Employer contribution / active EE | $14,424 | $1,941+642.9% | $3,826+277.0% | $2,078+594.1% |
| Participant deferral / active EE | $5,275 | $3,516+50.0% | $4,672+12.9% | $3,356+57.2% |
| Admin fee / account holder | $511 | $121+322.9% | $8,547-94.0% | $115+344.0% |