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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $12,803 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,855 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $43,241 | $72,492-40.3% | $87,100-50.4% | $72,985-40.8% |
| Participation rate | 71.1% | 72.8%-1.8pp | 76.9%-5.8pp | 69.5%+1.6pp |
| Annual return | 24.60% | 24.46%+0.1pp | 28.19%-3.6pp | 81.00%-56.4pp |
| Employer contribution / active EE | $2,485 | $1,894+31.2% | $2,521-1.4% | $2,440+1.9% |
| Participant deferral / active EE | $5,121 | $3,270+56.6% | $4,049+26.5% | $3,607+42.0% |
| Admin fee / account holder | $79 | $5,055-98.4% | $7,497-98.9% | $5,124-98.5% |