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 6-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 | $20,524 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,118 | $55,790-40.6% | $76,817-56.9% | $67,579-51.0% |
| Participation rate | 73.3% | 71.1%+2.2pp | 72.1%+1.2pp | 71.3%+2.0pp |
| Annual return | 12.64% | 64.45%-51.8pp | 1166.11%-1153.5pp | 378.56%-365.9pp |
| Employer contribution / active EE | $1,228 | $1,810-32.1% | $2,302-46.6% | $2,148-42.8% |
| Participant deferral / active EE | $1,741 | $2,875-39.4% | $3,336-47.8% | $3,539-50.8% |
| Admin fee / account holder | $60 | $159-62.5% | $6,420-99.1% | $142-58.1% |