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 CONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $18,662 |
CROWE LLP2 years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $11,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,200 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,865 | $66,310+113.9% | $93,606+51.6% | $65,185+117.6% |
| Participation rate | 80.3% | 74.0%+6.3pp | 75.8%+4.5pp | 70.2%+10.1pp |
| Annual return | 22.67% | 42.58%-19.9pp | 32.76%-10.1pp | 29.38%-6.7pp |
| Employer contribution / active EE | $1,466 | $2,012-27.1% | $2,718-46.1% | $2,177-32.7% |
| Participant deferral / active EE | $6,543 | $3,342+95.8% | $4,069+60.8% | $3,514+86.2% |
| Admin fee / account holder | $197 | $6,897-97.1% | $7,888-97.5% | $847-76.7% |