Filed May 20, 2022
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 |
|---|---|---|
ABD RETIREMENT SERVICES INC2 years Filed as: ABD REITREMENT SERVICES Service code 15 · EIN 80-0833114 | Recordkeeping | $32,114 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,510 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,773 | $100,923+7.8% | $150,045-27.5% | $74,304+46.4% |
| Participation rate | 88.4% | 70.1%+18.3pp | 82.3%+6.0pp | 60.3%+28.0pp |
| Annual return | 18.42% | 51.77%-33.3pp | 62.55%-44.1pp | 29.43%-11.0pp |
| Employer contribution / active EE | $4,459 | $3,463+28.7% | $4,693-5.0% | $2,241+99.0% |
| Participant deferral / active EE | $9,044 | $6,709+34.8% | $7,997+13.1% | $3,767+140.1% |
| Admin fee / account holder | $145 | $2,767-94.7% | $13,435-98.9% | $2,969-95.1% |