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 | $4,685 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $54,586 | $69,305-21.2% | $82,313-33.7% | $69,631-21.6% |
| Participation rate | 44.5% | 80.3%-35.8pp | 76.9%-32.4pp | 70.7%-26.2pp |
| Annual return | 16.10% | 21.47%-5.4pp | 25.88%-9.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $232 | $1,887-87.7% | $2,428-90.4% | $2,032-88.6% |
| Participant deferral / active EE | $2,534 | $3,568-29.0% | $3,706-31.6% | $3,224-21.4% |
| Admin fee / account holder | $11 | $97-89.0% | $5,608-99.8% | $110-90.3% |