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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,307 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 49 16644 W BERNARDO DR · SAN DIEGO, CA 92127 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,810 | $50,385-52.7% | $75,670-68.5% | $62,292-61.8% |
| Participation rate | 69.3% | 67.7%+1.6pp | 72.3%-3.0pp | 69.5%-0.2pp |
| Annual return | 26.51% | 19.90%+6.6pp | 27.34%-0.8pp | 28.90%-2.4pp |
| Employer contribution / active EE | $471 | $1,537-69.3% | $2,352-80.0% | $2,042-76.9% |
| Participant deferral / active EE | $3,212 | $2,445+31.3% | $3,142+2.2% | $3,169+1.3% |
| Admin fee / account holder | $11 | $384-97.1% | $5,800-99.8% | $479-97.7% |