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 | $15,859 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,275 | $50,106-17.6% | $70,014-41.0% | $57,658-28.4% |
| Participation rate | 96.3% | 70.9%+25.5pp | 71.8%+24.5pp | 70.2%+26.1pp |
| Annual return | 8.82% | 14.58%-5.8pp | 12.99%-4.2pp | 5.13%+3.7pp |
| Employer contribution / active EE | $2,561 | $1,739+47.2% | $2,338+9.5% | $1,974+29.7% |
| Participant deferral / active EE | $3,005 | $2,486+20.9% | $2,931+2.5% | $3,061-1.8% |
| Admin fee / account holder | $27 | $89-69.2% | $4,380-99.4% | $95-71.0% |