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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,365 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant 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 | $71,929 | $72,404-0.7% | $110,238-34.8% | $64,186+12.1% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | -7.56% | -6.29%-1.3pp | 314.74%-322.3pp | 7.63%-15.2pp |
| Employer contribution / active EE | $495 | $2,282-78.3% | $3,826-87.1% | $2,381-79.2% |
| Participant deferral / active EE | $4,066 | $3,469+17.2% | $4,672-13.0% | $3,470+17.2% |
| Admin fee / account holder | $45 | $5,664-99.2% | $8,547-99.5% | $4,888-99.1% |