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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $20,500 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,184 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $7,821 | $25,302-69.1% | $74,701-89.5% | $67,579-88.4% |
| Participation rate | 86.8% | 37.8%+48.9pp | 54.5%+32.3pp | 71.3%+15.5pp |
| Annual return | 22.54% | 10291.17%-10268.6pp | 752.92%-730.4pp | 378.56%-356.0pp |
| Employer contribution / active EE | $257 | $446-42.5% | $1,084-76.3% | $2,148-88.1% |
| Participant deferral / active EE | $1,618 | $954+69.6% | $1,964-17.6% | $3,539-54.3% |
| Admin fee / account holder | $18 | $108-83.1% | $3,333-99.5% | $142-87.2% |