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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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,747 |
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 | $13,644 | $65,322-79.1% | $70,449-80.6% | $73,488-81.4% |
| Participation rate | 73.8% | 77.0%-3.2pp | 75.1%-1.3pp | 70.7%+3.1pp |
| Annual return | 14.56% | 15.71%-1.2pp | 109.03%-94.5pp | 28.51%-13.9pp |
| Employer contribution / active EE | $792 | $2,460-67.8% | $2,737-71.1% | $2,270-65.1% |
| Participant deferral / active EE | $2,281 | $3,375-32.4% | $3,709-38.5% | $3,740-39.0% |
| Admin fee / account holder | $89 | $214-58.5% | $3,845-97.7% | $513-82.7% |