Filed April 14, 2021
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,551 |
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 | $33,134 | $73,102-54.7% | $123,544-73.2% | $56,287-41.1% |
| Participation rate | 71.3% | 74.3%-3.0pp | 82.3%-11.0pp | 69.9%+1.5pp |
| Annual return | 1.49% | 3.01%-1.5pp | 119.20%-117.7pp | -9.96%+11.4pp |
| Employer contribution / active EE | $2,042 | $2,977-31.4% | $4,628-55.9% | $2,111-3.3% |
| Participant deferral / active EE | $3,945 | $5,423-27.3% | $6,426-38.6% | $3,350+17.8% |
| Admin fee / account holder | $54 | $554-90.3% | $9,284-99.4% | $521-89.7% |