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 |
|---|---|---|
MCF ADVISORS LLC6+ years Filed as: MCF ADVISORS Service code 15 · EIN 20-0566061 | Recordkeeping | $17,076 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,021 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,200 | $58,879-7.9% | $178,490-69.6% | $73,488-26.2% |
| Participation rate | 81.5% | 66.2%+15.2pp | 81.9%-0.5pp | 70.7%+10.8pp |
| Annual return | 21.75% | 24.86%-3.1pp | 151.07%-129.3pp | 28.51%-6.8pp |
| Employer contribution / active EE | $659 | $2,236-70.5% | $5,011-86.8% | $2,270-70.9% |
| Participant deferral / active EE | $2,457 | $2,567-4.3% | $5,202-52.8% | $3,740-34.3% |
| Admin fee / account holder | $146 | $400-63.6% | $13,984-99.0% | $513-71.6% |