Filed December 8, 2021
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $44,631 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $11,797 |
WILLIAM BLAIR2 years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $11,267 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | 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 | $36,954 | $46,423-20.4% | $75,886-51.3% | $67,579-45.3% |
| Participation rate | 77.3% | 63.1%+14.2pp | 69.3%+8.0pp | 71.3%+6.0pp |
| Annual return | 23.10% | 32.29%-9.2pp | 30.76%-7.7pp | 378.56%-355.5pp |
| Employer contribution / active EE | $904 | $1,406-35.7% | $2,500-63.9% | $2,148-57.9% |
| Participant deferral / active EE | $2,748 | $2,564+7.2% | $3,603-23.7% | $3,539-22.4% |
| Admin fee / account holder | $206 | $132+56.2% | $5,418-96.2% | $142+44.6% |