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 9-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 AGENCY Service code 22 | Insurance Broker | $0 |
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 | $26,704 | $46,745-42.9% | $60,547-55.9% | $52,331-49.0% |
| Participation rate | 72.2% | 58.6%+13.7pp | 68.0%+4.3pp | 68.1%+4.1pp |
| Annual return | -2.18% | 0.61%-2.8pp | 335.64%-337.8pp | 4.54%-6.7pp |
| Employer contribution / active EE | $2,181 | $1,259+73.2% | $2,419-9.9% | $1,882+15.9% |
| Participant deferral / active EE | $3,099 | $2,145+44.5% | $3,328-6.9% | $3,022+2.5% |
| Admin fee / account holder | $209 | $537-61.1% | $4,536-95.4% | $592-64.7% |