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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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,525 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: NORTHEAST SECURITIES INC. Service code 49 333 EARL OVINGTON BLVD SUITE 706 · MITCHELL FIELD, NY 11553 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,326 | $81,537-62.8% | $149,718-79.7% | $69,631-56.4% |
| Participation rate | 33.4% | 86.1%-52.7pp | 87.1%-53.6pp | 70.7%-37.2pp |
| Annual return | 22.05% | 22.79%-0.7pp | 1501.63%-1479.6pp | 27571.02%-27549.0pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $5,445-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,946 | $4,994-41.0% | $6,569-55.1% | $3,224-8.6% |
| Admin fee / account holder | $30 | $107-71.8% | $11,283-99.7% | $110-72.7% |