Filed July 19, 2018
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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $47,333 |
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $20,755 |
FORUS INC DBA FORUSALL1 year Filed as: FORUS, INC. Service code 15 · EIN 46-1803145 | Recordkeeping | $6,632 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $13,029 | $72,012-81.9% | $185,823-93.0% | $79,858-83.7% |
| Participation rate | 75.0% | 65.8%+9.2pp | 78.0%-3.0pp | 69.6%+5.4pp |
| Annual return | 10.49% | 23.12%-12.6pp | 35.95%-25.5pp | 31.71%-21.2pp |
| Employer contribution / active EE | $562 | $1,965-71.4% | $4,087-86.2% | $2,471-77.2% |
| Participant deferral / active EE | $5,994 | $3,779+58.6% | $5,632+6.4% | $3,740+60.3% |
| Admin fee / account holder | $79 | $4,513-98.2% | $9,500-99.2% | $5,306-98.5% |