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-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,138 |
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $6,151 |
PALISADE INVESTMENTS LLC1 year Filed as: PALISADE INVESTMENTS, LLC Service code 15 · EIN 45-3594879 | Recordkeeping | $5,598 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $50,586 | $86,332-41.4% | $125,175-59.6% | $65,185-22.4% |
| Participation rate | 56.6% | 75.3%-18.7pp | 79.8%-23.2pp | 70.2%-13.6pp |
| Annual return | 23.77% | 27.43%-3.7pp | 43.79%-20.0pp | 29.38%-5.6pp |
| Employer contribution / active EE | $1,712 | $2,040-16.1% | $3,865-55.7% | $2,177-21.3% |
| Participant deferral / active EE | $3,234 | $3,537-8.6% | $4,937-34.5% | $3,514-8.0% |
| Admin fee / account holder | $144 | $609-76.3% | $9,702-98.5% | $847-83.0% |