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 | $55,834 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,218 | $72,066-52.5% | $81,930-58.2% | $90,288-62.1% |
| Participation rate | 79.1% | 78.9%+0.2pp | 72.0%+7.1pp | 73.4%+5.7pp |
| Annual return | 74.12% | 15.92%+58.2pp | 29.49%+44.6pp | 53.97%+20.1pp |
| Employer contribution / active EE | $822 | $2,335-64.8% | $4,310-80.9% | $2,524-67.4% |
| Participant deferral / active EE | $1,022 | $3,557-71.3% | $7,107-85.6% | $4,232-75.9% |
| Admin fee / account holder | $38 | $92-59.2% | $5,158-99.3% | $114-66.9% |