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 | $24,345 |
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $22,278 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,935 | $82,279-28.4% | $77,999-24.4% | $63,975-7.9% |
| Participation rate | 94.3% | 84.7%+9.6pp | 75.5%+18.8pp | 71.1%+23.2pp |
| Annual return | 8.18% | 11.20%-3.0pp | 425.96%-417.8pp | 48.65%-40.5pp |
| Employer contribution / active EE | $2,940 | $3,297-10.8% | $2,470+19.0% | $2,182+34.7% |
| Participant deferral / active EE | $3,271 | $4,538-27.9% | $3,497-6.5% | $3,356-2.5% |
| Admin fee / account holder | $12 | $81-85.2% | $5,480-99.8% | $70-82.9% |