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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,099 |
401K ADVISORS INC1 year Service code 15 · EIN 33-0905143 | Recordkeeping | $16,163 |
Filed as: PCA INVESTMENT ADVISORY SERVICES, I Service code 15 · EIN 59-3766965 | Recordkeeping | $5,840 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,580 | $73,638-0.1% | $95,952-23.3% | $73,488+0.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 12.26% | 16.78%-4.5pp | 91.61%-79.4pp | 28.51%-16.2pp |
| Employer contribution / active EE | $2,113 | $1,863+13.4% | $2,541-16.8% | $2,270-6.9% |
| Participant deferral / active EE | $5,516 | $3,617+52.5% | $4,167+32.4% | $3,740+47.5% |
| Admin fee / account holder | $202 | $482-58.1% | $6,795-97.0% | $513-60.6% |