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 | $770,146 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,505 | $36,321-40.8% | $89,391-75.9% | $106,222-79.8% |
| Participation rate | 14.9% | 29.8%-14.9pp | 68.0%-53.1pp | 70.8%-55.9pp |
| Annual return | 14.11% | 24.00%-9.9pp | 245.62%-231.5pp | 21.69%-7.6pp |
| Employer contribution / active EE | $366 | $507-27.8% | $2,586-85.8% | $2,723-86.6% |
| Participant deferral / active EE | $327 | $1,286-74.6% | $3,890-91.6% | $4,600-92.9% |
| Admin fee / account holder | $52 | $78-33.0% | $4,881-98.9% | $78-33.5% |