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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $175,996 |
Service code 70 · EIN 82-1674597 | Consulting Fees | $18,000 |
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 | $171,892 | $106,028+62.1% | $146,958+17.0% | $77,643+121.4% |
| Participation rate | 93.2% | 78.4%+14.8pp | 82.2%+11.0pp | 70.6%+22.6pp |
| Annual return | 14.01% | 56.73%-42.7pp | 418.34%-404.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $6,908 | $4,063+70.0% | $4,933+40.0% | $2,726+153.4% |
| Participant deferral / active EE | $12,696 | $7,990+58.9% | $8,070+57.3% | $4,647+173.2% |
| Admin fee / account holder | $150 | $337-55.6% | $12,998-98.8% | $430-65.2% |