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-DEALER3+ years Filed as: ADP Service code 37 · EIN 57-1198022 | Loan Processing | $10,766 |
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 | $27,034 | $46,173-41.4% | $170,442-84.1% | $69,631-61.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 15.96% | 21.62%-5.7pp | 205.93%-190.0pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $2,856 | $1,610+77.4% | $5,433-47.4% | $2,032+40.5% |
| Participant deferral / active EE | $1,215 | $2,080-41.6% | $4,939-75.4% | $3,224-62.3% |
| Admin fee / account holder | $35 | $116-70.1% | $13,880-99.8% | $110-68.7% |