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 & SMIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $70,000 |
Service code 10 · EIN 47-2399509 | Accounting | $15,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,651 |
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 | $130,177 | $104,317+24.8% | $159,436-18.4% | $86,799+50.0% |
| Participation rate | 96.9% | 77.7%+19.2pp | 82.8%+14.1pp | 72.3%+24.7pp |
| Annual return | 20.10% | 26.32%-6.2pp | 263.57%-243.5pp | 97.91%-77.8pp |
| Employer contribution / active EE | $4,204 | $3,451+21.8% | $4,829-13.0% | $2,405+74.8% |
| Participant deferral / active EE | $13,363 | $6,837+95.5% | $7,352+81.8% | $4,131+223.5% |
| Admin fee / account holder | $15 | $172-91.2% | $10,799-99.9% | $170-91.0% |