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 | $6,666 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,524 | $39,458+17.9% | $60,547-23.2% | $55,191-15.7% |
| Participation rate | 48.1% | 59.6%-11.5pp | 68.0%-19.9pp | 69.2%-21.1pp |
| Annual return | -0.13% | 3.35%-3.5pp | 335.64%-335.8pp | 10.78%-10.9pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,419-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,259 | $2,140-41.2% | $3,328-62.2% | $3,046-58.7% |
| Admin fee / account holder | $21 | $95-77.5% | $4,536-99.5% | $91-76.4% |