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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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $16,403 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,841 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $48,075 | $43,504+10.5% | $68,793-30.1% | $56,287-14.6% |
| Participation rate | 51.5% | 67.8%-16.4pp | 72.2%-20.8pp | 69.9%-18.4pp |
| Annual return | -3.66% | -3.15%-0.5pp | -4.63%+1.0pp | -9.96%+6.3pp |
| Employer contribution / active EE | $980 | $1,525-35.8% | $2,625-62.7% | $2,111-53.6% |
| Participant deferral / active EE | $2,138 | $2,509-14.8% | $3,311-35.4% | $3,350-36.2% |
| Admin fee / account holder | $73 | $515-85.9% | $5,131-98.6% | $521-86.0% |