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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,278 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NATIONAL SECURITIES CORPORATION5 years Service code 49 255 EXECUTIVE DR STE 305 · PLAINVIEW, NY 11803 | 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 | $93,571 | $37,426+150.0% | $77,482+20.8% | $79,858+17.2% |
| Participation rate | 87.2% | 41.5%+45.7pp | 54.2%+33.0pp | 69.6%+17.5pp |
| Annual return | 21.88% | 39.70%-17.8pp | 54.79%-32.9pp | 31.71%-9.8pp |
| Employer contribution / active EE | $405 | $637-36.3% | $986-58.9% | $2,471-83.6% |
| Participant deferral / active EE | $4,355 | $1,260+245.7% | $1,861+134.0% | $3,740+16.4% |
| Admin fee / account holder | $10 | $2,504-99.6% | $2,858-99.7% | $5,306-99.8% |