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 | $15,019 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $95,933 | $71,142+34.8% | $119,609-19.8% | $64,808+48.0% |
| Participation rate | 87.0% | 78.6%+8.4pp | 79.3%+7.7pp | 71.5%+15.5pp |
| Annual return | -14.00% | -10.01%-4.0pp | -14.97%+1.0pp | 32.82%-46.8pp |
| Employer contribution / active EE | $3,409 | $2,497+36.5% | $4,232-19.5% | $2,506+36.0% |
| Participant deferral / active EE | $4,276 | $4,490-4.7% | $5,602-23.7% | $4,310-0.8% |
| Admin fee / account holder | $316 | $162+95.0% | $10,323-96.9% | $188+68.3% |