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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.
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 | $3,930 |
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,600 | $51,288-50.1% | $81,983-68.8% | $73,409-65.1% |
| Participation rate | 75.6% | 64.0%+11.6pp | 69.2%+6.4pp | 72.2%+3.4pp |
| Annual return | 13.08% | 29.48%-16.4pp | 41.31%-28.2pp | 59.29%-46.2pp |
| Employer contribution / active EE | $7 | $1,487-99.6% | $2,498-99.7% | $2,234-99.7% |
| Participant deferral / active EE | $1,072 | $2,715-60.5% | $3,722-71.2% | $3,805-71.8% |
| Admin fee / account holder | $5 | $125-96.1% | $5,664-99.9% | $158-96.9% |