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 | $713,712 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,372 | $26,810-35.2% | $76,523-77.3% | $73,367-76.3% |
| Participation rate | 13.9% | 34.6%-20.7pp | 68.0%-54.1pp | 69.5%-55.6pp |
| Annual return | -4.06% | 17.04%-21.1pp | -0.27%-3.8pp | 173.45%-177.5pp |
| Employer contribution / active EE | $333 | $503-33.7% | $2,647-87.4% | $2,499-86.7% |
| Participant deferral / active EE | $243 | $1,312-81.5% | $3,835-93.7% | $4,033-94.0% |
| Admin fee / account holder | $50 | $71-28.7% | $4,848-99.0% | $68-26.2% |