See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $64,174 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $34,306 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,251 | $62,928-53.5% | $172,739-83.1% | $67,579-56.7% |
| Participation rate | 74.9% | 64.5%+10.4pp | 82.6%-7.8pp | 71.3%+3.6pp |
| Annual return | 25.84% | 30.36%-4.5pp | 802.84%-777.0pp | 378.56%-352.7pp |
| Employer contribution / active EE | $1,226 | $1,636-25.0% | $5,143-76.2% | $2,148-42.9% |
| Participant deferral / active EE | $2,827 | $2,145+31.8% | $5,198-45.6% | $3,539-20.1% |
| Admin fee / account holder | $145 | $167-13.2% | $13,954-99.0% | $142+1.6% |