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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 |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,467 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
OPPENHEIMER1 year Filed as: OPPENHEIMER & CO Service code 49 200 PARK AVE · NEW YORK, NY 10166 | Other Services | $0 |
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 | $15,552 | $56,484-72.5% | $169,463-90.8% | $64,186-75.8% |
| Participation rate | 79.1% | 64.5%+14.6pp | 77.8%+1.3pp | 69.6%+9.6pp |
| Annual return | -3.68% | -1.55%-2.1pp | 1.83%-5.5pp | 7.63%-11.3pp |
| Employer contribution / active EE | $667 | $1,832-63.6% | $4,159-84.0% | $2,381-72.0% |
| Participant deferral / active EE | $2,180 | $3,448-36.8% | $5,277-58.7% | $3,470-37.2% |
| Admin fee / account holder | $36 | $4,174-99.1% | $9,109-99.6% | $4,888-99.3% |