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 Service code 17 · EIN 13-5674085 | Pension Consulting | $23,652 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,906 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $5,636 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,818 | $40,174+14.1% | $84,015-45.5% | $67,579-32.2% |
| Participation rate | 94.9% | 62.7%+32.2pp | 69.0%+25.9pp | 71.3%+23.6pp |
| Annual return | 21.59% | 25.82%-4.2pp | 71.31%-49.7pp | 378.56%-357.0pp |
| Employer contribution / active EE | $481 | $808-40.5% | $1,983-75.8% | $2,148-77.6% |
| Participant deferral / active EE | $3,742 | $2,301+62.6% | $3,239+15.5% | $3,539+5.7% |
| Admin fee / account holder | $99 | $128-22.5% | $6,101-98.4% | $142-30.1% |