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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 |
|---|---|---|
Service code 15 · EIN 82-5320133 | Recordkeeping | $20,706 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,078 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,987 | $54,573+53.9% | $90,951-7.7% | $73,488+14.3% |
| Participation rate | 91.3% | 61.2%+30.2pp | 69.0%+22.3pp | 70.7%+20.7pp |
| Annual return | 8.43% | 16.69%-8.3pp | 134.60%-126.2pp | 28.51%-20.1pp |
| Employer contribution / active EE | $1,603 | $991+61.7% | $2,122-24.5% | $2,270-29.4% |
| Participant deferral / active EE | $3,845 | $2,517+52.8% | $3,373+14.0% | $3,740+2.8% |
| Admin fee / account holder | $350 | $521-32.9% | $5,959-94.1% | $513-31.8% |