Filed August 6, 2018 (most recent of 2 filings on file)
Total covered: 20 employees
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-DEALER2+ years Filed as: ADP Service code 37 · EIN 57-1198022 | Loan Processing | $9,348 |
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 | $21,877 | $36,916-40.7% | $156,549-86.0% | $57,658-62.1% |
| Participation rate | 94.6% | 63.4%+31.2pp | 84.0%+10.6pp | 70.2%+24.4pp |
| Annual return | 7.05% | 12.38%-5.3pp | 32.23%-25.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $2,674 | $1,571+70.2% | $5,501-51.4% | $1,974+35.5% |
| Participant deferral / active EE | $1,095 | $1,926-43.2% | $4,871-77.5% | $3,061-64.2% |
| Admin fee / account holder | $31 | $82-62.2% | $13,027-99.8% | $95-67.0% |