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-DEALER4+ years Filed as: ADP Service code 37 · EIN 57-1198022 | Loan Processing | $9,558 |
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 | $25,643 | $37,196-31.1% | $154,107-83.4% | $55,725-54.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -5.36% | 1319.68%-1325.0pp | 735.12%-740.5pp | 244.93%-250.3pp |
| Employer contribution / active EE | $2,776 | $1,614+72.0% | $5,298-47.6% | $2,078+33.6% |
| Participant deferral / active EE | $1,092 | $2,068-47.2% | $5,081-78.5% | $3,356-67.5% |
| Admin fee / account holder | $32 | $102-68.4% | $13,411-99.8% | $115-72.1% |