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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,410 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $21,878 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $58,540 | $61,156-4.3% | $185,823-68.5% | $79,386-26.3% |
| Participation rate | 94.6% | 66.6%+28.0pp | 81.7%+12.9pp | 70.7%+23.9pp |
| Annual return | 27.60% | 19.45%+8.1pp | 122.05%-94.5pp | 116.85%-89.3pp |
| Employer contribution / active EE | $3,887 | $2,321+67.5% | $5,167-24.8% | $2,427+60.1% |
| Participant deferral / active EE | $3,866 | $2,789+38.6% | $5,568-30.6% | $4,046-4.4% |
| Admin fee / account holder | $202 | $710-71.6% | $16,237-98.8% | $626-67.8% |