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 | $7,498 |
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 | $113,643 | $79,519+42.9% | $95,952+18.4% | $73,409+54.8% |
| Participation rate | 61.2% | 81.2%-20.0pp | 77.1%-15.9pp | 72.2%-11.0pp |
| Annual return | 15.50% | 19.20%-3.7pp | 91.61%-76.1pp | 59.29%-43.8pp |
| Employer contribution / active EE | $1,596 | $2,048-22.1% | $2,541-37.2% | $2,234-28.6% |
| Participant deferral / active EE | $4,899 | $4,138+18.4% | $4,167+17.6% | $3,805+28.7% |
| Admin fee / account holder | $47 | $184-74.4% | $6,795-99.3% | $158-70.2% |