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 | $12,688 |
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 | $114,267 | $64,457+77.3% | $111,392+2.6% | $55,725+105.1% |
| Participation rate | 92.4% | 79.7%+12.8pp | 78.9%+13.6pp | 70.9%+21.6pp |
| Annual return | -5.97% | -19.97%+14.0pp | -2.06%-3.9pp | 244.93%-250.9pp |
| Employer contribution / active EE | $6,721 | $3,956+69.9% | $4,328+55.3% | $2,078+223.4% |
| Participant deferral / active EE | $11,240 | $5,219+115.4% | $5,567+101.9% | $3,356+235.0% |
| Admin fee / account holder | $29 | $112-74.2% | $12,266-99.8% | $115-75.0% |