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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,689 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $39,369 |
ADP BROKER-DEALER8+ 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 | $116,434 | $86,897+34.0% | $151,611-23.2% | $64,808+79.7% |
| Participation rate | 99.0% | 87.3%+11.7pp | 87.5%+11.5pp | 71.5%+27.5pp |
| Annual return | -15.05% | -3.57%-11.5pp | 3.33%-18.4pp | 32.82%-47.9pp |
| Employer contribution / active EE | $6,367 | $4,010+58.8% | $6,166+3.3% | $2,506+154.1% |
| Participant deferral / active EE | $6,043 | $6,690-9.7% | $8,363-27.7% | $4,310+40.2% |
| Admin fee / account holder | $191 | $153+24.7% | $11,616-98.4% | $188+1.6% |