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 A BANK OF AMERICA COMPANY Service code 28 14636 N. SCOTTSDALE RD STE 325 · SCOTTSDALE, AZ 85254 | Investment Management | $42,159 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,311 | $101,317+59.2% | $146,958+9.8% | $74,495+116.5% |
| Participation rate | 99.4% | 75.5%+23.9pp | 82.2%+17.2pp | 67.2%+32.2pp |
| Annual return | 41.52% | 8730.91%-8689.4pp | 418.34%-376.8pp | 1364.94%-1323.4pp |
| Employer contribution / active EE | $16,343 | $3,810+328.9% | $4,933+231.3% | $2,623+523.1% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $176 | $1,739-89.9% | $12,998-98.6% | $1,942-91.0% |