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 |
|---|---|---|
Filed as: MERRILL LYNCH LIFE A Service code 55 1400 MERRILL LYNCH DR BANK OF AMERI · PENNINGTON, NJ 08534 | Other Commissions | $691 |
Filed as: DYATECH LLC Service code 99 381 HIGHLAND COLONY PKWY · RIDGELAND, MS 391576035 | Other Fees | $298 |
Filed as: MERRILL LYNCH PIERCE FENNER Service code 70 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Consulting Fees | $50 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $2,839 | $66,310-95.7% | $93,606-97.0% | $65,185-95.6% |
| Participation rate | 87.8% | 74.0%+13.8pp | 75.8%+12.0pp | 70.2%+17.6pp |
| Annual return | 21.32% | 42.58%-21.3pp | 32.76%-11.4pp | 29.38%-8.1pp |
| Employer contribution / active EE | $521 | $2,012-74.1% | $2,718-80.8% | $2,177-76.0% |
| Participant deferral / active EE | $1,008 | $3,342-69.8% | $4,069-75.2% | $3,514-71.3% |
| Admin fee / account holder | $44 | $6,897-99.4% | $7,888-99.4% | $847-94.8% |