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 Service code 52 | Indirect Investment Fees | $15,110 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $51,963 | $51,466+1.0% | $78,778-34.0% | $62,292-16.6% |
| Participation rate | 26.1% | 59.8%-33.7pp | 69.2%-43.1pp | 69.5%-43.5pp |
| Annual return | 14.52% | 19.96%-5.4pp | 35.62%-21.1pp | 28.90%-14.4pp |
| Employer contribution / active EE | $557 | $827-32.7% | $1,986-72.0% | $2,042-72.7% |
| Participant deferral / active EE | $1,384 | $2,147-35.5% | $2,958-53.2% | $3,169-56.3% |
| Admin fee / account holder | $31 | $489-93.7% | $5,134-99.4% | $479-93.5% |