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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 37 · EIN 04-2647786 | Loan Processing | $21,163 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,212 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $9,150 |
ADP BROKER-DEALER1 year Filed as: ADP Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $114,342 | $91,552+24.9% | $133,956-14.6% | $79,858+43.2% |
| Participation rate | 93.3% | 73.3%+19.9pp | 79.8%+13.4pp | 69.6%+23.6pp |
| Annual return | 19.56% | 61.85%-42.3pp | 45.09%-25.5pp | 31.71%-12.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,389 | $3,733+151.5% | $5,048+86.0% | $3,740+151.0% |
| Admin fee / account holder | $318 | $6,321-95.0% | $8,927-96.4% | $5,306-94.0% |