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 9-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 |
|---|---|---|
Service code 70 · EIN 20-8874282 | Consulting Fees | $65,250 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $7,325 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $105,387 | $79,519+32.5% | $95,952+9.8% | $73,409+43.6% |
| Participation rate | 92.4% | 81.2%+11.2pp | 77.1%+15.3pp | 72.2%+20.2pp |
| Annual return | 14.88% | 19.20%-4.3pp | 91.61%-76.7pp | 59.29%-44.4pp |
| Employer contribution / active EE | $4,218 | $2,048+106.0% | $2,541+66.0% | $2,234+88.8% |
| Participant deferral / active EE | $7,224 | $4,138+74.6% | $4,167+73.4% | $3,805+89.8% |
| Admin fee / account holder | $337 | $184+82.7% | $6,795-95.0% | $158+113.3% |