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 | $11,866 |
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 | $72,654 | $57,096+27.2% | $94,224-22.9% | $55,191+31.6% |
| Participation rate | 90.3% | 75.7%+14.6pp | 78.8%+11.5pp | 69.2%+21.1pp |
| Annual return | -0.76% | 159.65%-160.4pp | 10.68%-11.4pp | 10.78%-11.5pp |
| Employer contribution / active EE | $2,157 | $1,708+26.3% | $3,587-39.9% | $1,899+13.6% |
| Participant deferral / active EE | $2,472 | $3,165-21.9% | $4,320-42.8% | $3,046-18.8% |
| Admin fee / account holder | $45 | $89-49.8% | $6,269-99.3% | $91-50.7% |