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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $45,680 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $45,220 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,671 | $49,915+61.6% | $154,803-47.9% | $74,304+8.6% |
| Participation rate | 94.4% | 54.0%+40.5pp | 78.1%+16.4pp | 60.3%+34.1pp |
| Annual return | 13.29% | 34.06%-20.8pp | 58.88%-45.6pp | 29.43%-16.1pp |
| Employer contribution / active EE | $7,189 | $1,611+346.2% | $4,305+67.0% | $2,241+220.8% |
| Participant deferral / active EE | $4,837 | $2,255+114.5% | $5,540-12.7% | $3,767+28.4% |
| Admin fee / account holder | $296 | $2,189-86.5% | $14,329-97.9% | $2,969-90.0% |