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 | $3,388 |
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 | $64,785 | $55,449+16.8% | $83,848-22.7% | $56,287+15.1% |
| Participation rate | 75.3% | 68.0%+7.3pp | 76.1%-0.8pp | 69.9%+5.5pp |
| Annual return | -2.27% | -1.38%-0.9pp | 850.88%-853.1pp | -9.96%+7.7pp |
| Employer contribution / active EE | $2,978 | $2,430+22.5% | $3,631-18.0% | $2,111+41.1% |
| Participant deferral / active EE | $4,181 | $2,935+42.4% | $4,082+2.4% | $3,350+24.8% |
| Admin fee / account holder | $14 | $656-97.8% | $5,478-99.7% | $521-97.3% |