Filed April 2, 2018 (most recent of 3 filings on file)
Total covered: 8 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $34,627 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,067 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,786 | $111,491+21.8% | $189,513-28.3% | $86,799+56.4% |
| Participation rate | 98.3% | 87.3%+11.0pp | 87.8%+10.5pp | 72.3%+26.0pp |
| Annual return | 16.29% | 83.50%-67.2pp | 555.15%-538.9pp | 97.91%-81.6pp |
| Employer contribution / active EE | $6,090 | $3,951+54.1% | $6,162-1.2% | $2,405+153.2% |
| Participant deferral / active EE | $5,880 | $6,437-8.6% | $8,221-28.5% | $4,131+42.3% |
| Admin fee / account holder | $100 | $189-47.2% | $12,045-99.2% | $170-41.3% |