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 | $1,900 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,213 | $132,049+103.9% | $200,582+34.2% | $74,304+262.3% |
| Participation rate | 91.7% | 84.1%+7.7pp | 86.9%+4.9pp | 60.3%+31.4pp |
| Annual return | 18.44% | 22.22%-3.8pp | 42.33%-23.9pp | 29.43%-11.0pp |
| Employer contribution / active EE | $12,000 | $4,558+163.3% | $6,419+86.9% | $2,241+435.4% |
| Participant deferral / active EE | $21,611 | $7,213+199.6% | $9,331+131.6% | $3,767+473.7% |
| Admin fee / account holder | $6 | $2,405-99.7% | $16,305-100.0% | $2,969-99.8% |