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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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,565 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $18,156 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER - DEALER Service code 99 | Other Fees | $0 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER -DEALER Service code 99 | Other Fees | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,362 | $70,908+6.3% | $98,907-23.8% | $73,488+2.6% |
| Participation rate | 63.3% | 73.8%-10.5pp | 76.0%-12.7pp | 70.7%-7.4pp |
| Annual return | 15.55% | 34.17%-18.6pp | 196.43%-180.9pp | 28.51%-13.0pp |
| Employer contribution / active EE | $1,674 | $2,036-17.8% | $2,689-37.7% | $2,270-26.2% |
| Participant deferral / active EE | $3,222 | $3,500-7.9% | $4,244-24.1% | $3,740-13.9% |
| Admin fee / account holder | $343 | $535-35.9% | $6,642-94.8% | $513-33.2% |