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 & SMITH Service code 28 · EIN 13-5674085 4 WORLD FINANCIAL CENTER 250 VESEY · NEW YORK, NY 10281 | Investment Management | $584,462 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 28 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $163,501 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $38,981-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.7%-0.7pp |
| Annual return | 21.89% | 8.50%+13.4pp | 11.38%+10.5pp | 13.24%+8.7pp |
| Employer contribution / active EE | $7,762 | $9,057-14.3% | $18,467-58.0% | $14,616-46.9% |
| Participant deferral / active EE | $0 | $179-100.0% | $71-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $786-100.0% | $4,137-100.0% |