Filed December 19, 2019 (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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,427 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $14,989 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,065 | $80,724-7.0% | $103,333-27.4% | $74,495+0.8% |
| Participation rate | 81.9% | 65.7%+16.2pp | 74.5%+7.4pp | 67.2%+14.7pp |
| Annual return | 11.72% | 27.56%-15.8pp | 24.88%-13.2pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $3,868 | $3,157+22.5% | $3,8680% | $2,623+47.5% |
| Participant deferral / active EE | $3,409 | $3,860-11.7% | $5,057-32.6% | $4,346-21.6% |
| Admin fee / account holder | $229 | $2,368-90.3% | $8,355-97.3% | $1,942-88.2% |