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 | $12,350 |
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 | $79,026 | $107,378-26.4% | $108,579-27.2% | $57,658+37.1% |
| Participation rate | 87.8% | 77.1%+10.7pp | 79.6%+8.3pp | 70.2%+17.6pp |
| Annual return | 8.43% | 12.80%-4.4pp | -51.70%+60.1pp | 5.13%+3.3pp |
| Employer contribution / active EE | $1,973 | $1,782+10.8% | $3,758-47.5% | $1,9740% |
| Participant deferral / active EE | $2,733 | $3,221-15.1% | $4,311-36.6% | $3,061-10.7% |
| Admin fee / account holder | $45 | $108-58.6% | $7,645-99.4% | $95-52.5% |