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 | $63,697 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,467 | $93,571+29.8% | $135,903-10.6% | $75,163+61.6% |
| Participation rate | 92.0% | 75.2%+16.9pp | 81.9%+10.1pp | 67.2%+24.9pp |
| Annual return | 13.62% | 30.90%-17.3pp | 68.23%-54.6pp | 160.62%-147.0pp |
| Employer contribution / active EE | $3,459 | $3,537-2.2% | $4,856-28.8% | $2,670+29.5% |
| Participant deferral / active EE | $6,580 | $6,404+2.7% | $7,758-15.2% | $4,125+59.5% |
| Admin fee / account holder | $983 | $6,975-85.9% | $10,762-90.9% | $5,651-82.6% |