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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,518 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 49 2029 CENTURY PARK EAST · LOS ANGELES, CA 90067 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,027 | $42,582-53.0% | $171,082-88.3% | $57,658-65.3% |
| Participation rate | 78.4% | 63.9%+14.5pp | 76.7%+1.7pp | 70.2%+8.2pp |
| Annual return | 10.44% | 308.67%-298.2pp | 32.56%-22.1pp | 5.13%+5.3pp |
| Employer contribution / active EE | $330 | $1,306-74.7% | $4,002-91.8% | $1,974-83.3% |
| Participant deferral / active EE | $1,957 | $2,933-33.3% | $4,797-59.2% | $3,061-36.1% |
| Admin fee / account holder | $12 | $82-84.9% | $8,520-99.9% | $95-86.8% |