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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $609 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $97,093 | $99,957-2.9% | $149,696-35.1% | $73,488+32.1% |
| Participation rate | 88.9% | 75.7%+13.2pp | 82.5%+6.4pp | 70.7%+18.2pp |
| Annual return | 18.14% | 53.87%-35.7pp | 276.60%-258.5pp | 28.51%-10.4pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $9,894 | $6,073+62.9% | $6,842+44.6% | $3,740+164.6% |
| Admin fee / account holder | $4 | $551-99.3% | $9,309-100.0% | $513-99.2% |