Filed December 18, 2014 (most recent of 2 filings on file)
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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $136,174 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG US LLP Service code 15 · EIN 34-6565596 | Recordkeeping | $43,260 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.7+ years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
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 | $120,567 | $118,337+1.9% | $189,513-36.4% | $93,030+29.6% |
| Participation rate | 95.4% | 89.1%+6.3pp | 87.8%+7.6pp | 73.9%+21.5pp |
| Annual return | 16.90% | 21.77%-4.9pp | 555.15%-538.3pp | 158.70%-141.8pp |
| Employer contribution / active EE | $4,564 | $4,204+8.6% | $6,162-25.9% | $2,706+68.7% |
| Participant deferral / active EE | $6,177 | $7,123-13.3% | $8,221-24.9% | $4,562+35.4% |
| Admin fee / account holder | $85 | $100-14.6% | $12,045-99.3% | $152-43.9% |