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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $40,522 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $31,466 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,680 | $61,272-4.2% | $149,673-60.8% | $71,457-17.9% |
| Participation rate | 96.0% | 62.5%+33.5pp | 78.8%+17.2pp | 67.9%+28.1pp |
| Annual return | 14.97% | 35.85%-20.9pp | 134.42%-119.4pp | 28.85%-13.9pp |
| Employer contribution / active EE | $7,089 | $2,378+198.0% | $4,818+47.1% | $2,588+173.9% |
| Participant deferral / active EE | $4,589 | $2,917+57.3% | $5,680-19.2% | $4,289+7.0% |
| Admin fee / account holder | $238 | $1,261-81.2% | $13,210-98.2% | $1,587-85.0% |