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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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC6+ years Service code 15 · EIN 27-3463733 | Recordkeeping | $17,249 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,970 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,738 | $91,190-59.7% | $178,490-79.4% | $79,858-54.0% |
| Participation rate | 98.7% | 69.2%+29.5pp | 81.9%+16.7pp | 69.6%+29.0pp |
| Annual return | 17.66% | 24.19%-6.5pp | 151.07%-133.4pp | 31.71%-14.1pp |
| Employer contribution / active EE | $216 | $3,256-93.4% | $5,011-95.7% | $2,471-91.3% |
| Participant deferral / active EE | $2,813 | $3,236-13.1% | $5,202-45.9% | $3,740-24.8% |
| Admin fee / account holder | $173 | $6,751-97.4% | $13,984-98.8% | $5,306-96.7% |