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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,706 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $13,997 |
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.
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 | $47,912 | $58,879-18.6% | $178,490-73.2% | $73,488-34.8% |
| Participation rate | 96.3% | 66.2%+30.1pp | 81.9%+14.4pp | 70.7%+25.7pp |
| Annual return | 3.90% | 24.86%-21.0pp | 151.07%-147.2pp | 28.51%-24.6pp |
| Employer contribution / active EE | $3,057 | $2,236+36.7% | $5,011-39.0% | $2,270+34.6% |
| Participant deferral / active EE | $3,746 | $2,567+45.9% | $5,202-28.0% | $3,740+0.2% |
| Admin fee / account holder | $196 | $400-51.1% | $13,984-98.6% | $513-61.8% |