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 | $9,625 |
Annual investment return 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 | $123,839 | $72,448+70.9% | $118,746+4.3% | $69,631+77.9% |
| Participation rate | 97.5% | 79.7%+17.9pp | 78.3%+19.3pp | 70.7%+26.9pp |
| Annual return | 13.69% | 19.06%-5.4pp | 24.54%-10.9pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $7,278 | $3,771+93.0% | $4,193+73.6% | $2,032+258.1% |
| Participant deferral / active EE | $11,886 | $4,943+140.5% | $5,332+122.9% | $3,224+268.7% |
| Admin fee / account holder | $23 | $99-77.2% | $10,720-99.8% | $110-79.6% |