Filed November 16, 2020 (most recent of 2 filings on file)
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 |
|---|---|---|
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY INVESTMENT ADVISORS Service code 15 · EIN 39-1908691 | Recordkeeping | $27,236 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,284 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $70,096 | $65,376+7.2% | $87,100-19.5% | $65,185+7.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 18.80% | 31.27%-12.5pp | 28.19%-9.4pp | 29.38%-10.6pp |
| Employer contribution / active EE | $2,203 | $1,822+20.9% | $2,521-12.6% | $2,177+1.2% |
| Participant deferral / active EE | $5,541 | $3,388+63.5% | $4,049+36.9% | $3,514+57.7% |
| Admin fee / account holder | $157 | $520-69.8% | $7,497-97.9% | $847-81.5% |