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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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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 | $17,829 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,850 | $63,321-70.2% | $68,791-72.6% | $77,904-75.8% |
| Participation rate | 84.9% | 71.1%+13.8pp | 69.0%+15.9pp | 73.7%+11.2pp |
| Annual return | -11.42% | -6.50%-4.9pp | -6.38%-5.0pp | 12.21%-23.6pp |
| Employer contribution / active EE | $0 | $2,794-100.0% | $2,655-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $1,784 | $4,029-55.7% | $3,941-54.7% | $4,806-62.9% |
| Admin fee / account holder | $17 | $104-83.8% | $4,932-99.7% | $133-87.3% |