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 | $1,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,005 | $54,193-37.3% | $93,606-63.7% | $77,643-56.2% |
| Participation rate | 88.7% | 63.9%+24.7pp | 68.7%+20.0pp | 70.6%+18.1pp |
| Annual return | 12.02% | 30.54%-18.5pp | 133.20%-121.2pp | 31.24%-19.2pp |
| Employer contribution / active EE | $298 | $1,168-74.5% | $2,420-87.7% | $2,726-89.1% |
| Participant deferral / active EE | $1,958 | $3,144-37.7% | $4,411-55.6% | $4,647-57.9% |
| Admin fee / account holder | $12 | $576-97.9% | $8,285-99.9% | $430-97.3% |