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 | $13,216 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,651 | $43,504+64.7% | $68,793+4.2% | $56,287+27.3% |
| Participation rate | 94.5% | 67.8%+26.7pp | 72.2%+22.3pp | 69.9%+24.6pp |
| Annual return | -5.33% | -3.15%-2.2pp | -4.63%-0.7pp | -9.96%+4.6pp |
| Employer contribution / active EE | $4,179 | $1,525+174.0% | $2,625+59.2% | $2,111+98.0% |
| Participant deferral / active EE | $4,945 | $2,509+97.1% | $3,311+49.3% | $3,350+47.6% |
| Admin fee / account holder | $415 | $515-19.4% | $5,131-91.9% | $521-20.3% |