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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 |
|---|---|---|
WESTPORT CAPITAL MARKETS, LLC5+ years Service code 15 · EIN 06-1459306 | Recordkeeping | $20,075 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,919 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,893 | $58,879-42.4% | $178,490-81.0% | $73,488-53.9% |
| Participation rate | 99.4% | 66.2%+33.2pp | 81.9%+17.5pp | 70.7%+28.8pp |
| Annual return | -6.07% | 24.86%-30.9pp | 151.07%-157.1pp | 28.51%-34.6pp |
| Employer contribution / active EE | $3,400 | $2,236+52.0% | $5,011-32.1% | $2,270+49.8% |
| Participant deferral / active EE | $3,875 | $2,567+50.9% | $5,202-25.5% | $3,740+3.6% |
| Admin fee / account holder | $109 | $400-72.7% | $13,984-99.2% | $513-78.7% |