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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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $120,378 |
Service code 10 · EIN 27-0546185 | Accounting | $6,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $107,893 | $79,519+35.7% | $95,952+12.4% | $73,409+47.0% |
| Participation rate | 73.3% | 81.2%-7.8pp | 77.1%-3.7pp | 72.2%+1.2pp |
| Annual return | 10.75% | 19.20%-8.4pp | 91.61%-80.9pp | 59.29%-48.5pp |
| Employer contribution / active EE | $1,967 | $2,048-3.9% | $2,541-22.6% | $2,234-11.9% |
| Participant deferral / active EE | $3,841 | $4,138-7.2% | $4,167-7.8% | $3,805+0.9% |
| Admin fee / account holder | $508 | $184+175.8% | $6,795-92.5% | $158+222.0% |