Filed December 31, 2018 (most recent of 3 filings on file)
Total covered: 2 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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $29,908 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,127 | $52,953-16.7% | $172,739-74.5% | $65,185-32.3% |
| Participation rate | 98.2% | 66.2%+32.0pp | 82.6%+15.6pp | 70.2%+28.0pp |
| Annual return | 7.30% | 30.12%-22.8pp | 802.84%-795.5pp | 29.38%-22.1pp |
| Employer contribution / active EE | $5,693 | $2,190+160.0% | $5,143+10.7% | $2,177+161.5% |
| Participant deferral / active EE | $3,368 | $2,471+36.3% | $5,198-35.2% | $3,514-4.1% |
| Admin fee / account holder | $158 | $472-66.5% | $13,954-98.9% | $847-81.3% |