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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 |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,162 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $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 | $12,405 | $45,035-72.5% | $62,995-80.3% | $70,131-82.3% |
| Participation rate | 88.2% | 69.5%+18.6pp | 74.8%+13.4pp | 69.5%+18.6pp |
| Annual return | 14.48% | 18.76%-4.3pp | 87.57%-73.1pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,914 | $2,051-6.7% | $2,759-30.6% | $2,342-18.3% |
| Participant deferral / active EE | $2,648 | $2,465+7.4% | $3,329-20.5% | $3,332-20.5% |
| Admin fee / account holder | $7 | $2,834-99.7% | $3,600-99.8% | $4,645-99.8% |