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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.
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,897 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 49 55 SOUTH LAKE AVE 700 · PASADENA, CA 91101 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,649 | $85,766-72.4% | $136,294-82.6% | $70,131-66.3% |
| Participation rate | 93.4% | 74.2%+19.3pp | 81.9%+11.5pp | 69.5%+23.9pp |
| Annual return | 44.20% | 31.45%+12.8pp | 5155.94%-5111.7pp | 73.14%-28.9pp |
| Employer contribution / active EE | $1,980 | $2,966-33.2% | $4,695-57.8% | $2,342-15.5% |
| Participant deferral / active EE | $6,730 | $5,051+33.2% | $6,247+7.7% | $3,332+102.0% |
| Admin fee / account holder | $147 | $5,420-97.3% | $9,243-98.4% | $4,645-96.8% |