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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 52 · EIN 13-5674085 | Indirect Investment Fees | $28,602 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $885 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,916 | $72,404-67.0% | $110,238-78.3% | $64,186-62.7% |
| Participation rate | 93.7% | 73.3%+20.3pp | 79.8%+13.9pp | 69.6%+24.1pp |
| Annual return | -7.36% | -6.29%-1.1pp | 314.74%-322.1pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,383 | $2,282-39.4% | $3,826-63.8% | $2,381-41.9% |
| Participant deferral / active EE | $4,365 | $3,469+25.8% | $4,672-6.6% | $3,470+25.8% |
| Admin fee / account holder | $6 | $5,664-99.9% | $8,547-99.9% | $4,888-99.9% |