Filed September 19, 2023 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $13,097 |
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,436 |
HORAN SECURITIES INC1 year Service code 27 · EIN 31-1448612 | Advisory (Plan) | $8,921 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,317 | $53,901-30.8% | $134,143-72.2% | $73,488-49.2% |
| Participation rate | 59.0% | 62.8%-3.8pp | 72.2%-13.2pp | 70.7%-11.7pp |
| Annual return | 13.45% | 15.82%-2.4pp | 36.33%-22.9pp | 28.51%-15.1pp |
| Employer contribution / active EE | $464 | $1,458-68.2% | $3,704-87.5% | $2,270-79.5% |
| Participant deferral / active EE | $2,569 | $2,739-6.2% | $3,499-26.6% | $3,740-31.3% |
| Admin fee / account holder | $184 | $581-68.3% | $6,684-97.2% | $513-64.1% |