See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 | $405 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NEW ENGLAND SECURITIES3+ years Filed as: NEW ENGLAND SECURITIES CORPORATION Service code 49 2038 SARANAC AVE · LAKE PLACID, NY 12901 | Other Services | $0 |
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 | $116,093 | $84,233+37.8% | $170,442-31.9% | $70,131+65.5% |
| Participation rate | 89.5% | 70.8%+18.6pp | 83.6%+5.9pp | 69.5%+19.9pp |
| Annual return | 15.75% | 23.06%-7.3pp | 205.93%-190.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,882 | $3,387-44.4% | $5,433-65.4% | $2,342-19.7% |
| Participant deferral / active EE | $3,909 | $3,086+26.7% | $4,939-20.9% | $3,332+17.3% |
| Admin fee / account holder | $4 | $5,698-99.9% | $13,880-100.0% | $4,645-99.9% |