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 | $9,000 |
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 | $58,329 | $46,423+25.6% | $75,886-23.1% | $67,579-13.7% |
| Participation rate | 82.8% | 63.1%+19.8pp | 69.3%+13.5pp | 71.3%+11.5pp |
| Annual return | 23.43% | 32.29%-8.9pp | 30.76%-7.3pp | 378.56%-355.1pp |
| Employer contribution / active EE | $1,497 | $1,406+6.4% | $2,500-40.1% | $2,148-30.3% |
| Participant deferral / active EE | $3,435 | $2,564+34.0% | $3,603-4.7% | $3,539-3.0% |
| Admin fee / account holder | $17 | $132-87.3% | $5,418-99.7% | $142-88.2% |