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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.
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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 | $7,374 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,032 | $102,553+121.4% | $151,611+49.7% | $66,914+239.3% |
| Participation rate | 86.8% | 85.5%+1.3pp | 87.5%-0.7pp | 69.8%+17.0pp |
| Annual return | -19.10% | -10.82%-8.3pp | 3.33%-22.4pp | 1.58%-20.7pp |
| Employer contribution / active EE | $9,106 | $4,180+117.8% | $6,166+47.7% | $2,544+257.9% |
| Participant deferral / active EE | $12,939 | $6,641+94.8% | $8,363+54.7% | $4,237+205.4% |
| Admin fee / account holder | $38 | $630-94.0% | $11,616-99.7% | $593-93.6% |