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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.
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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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,300 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 25060 HANCOCK AVE · MURRIETA, CA 92562 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $5,613 | $44,425-87.4% | $67,834-91.7% | $55,167-89.8% |
| Participation rate | 86.6% | 59.7%+26.9pp | 68.8%+17.8pp | 69.0%+17.6pp |
| Annual return | 9.58% | 17.80%-8.2pp | 138.47%-128.9pp | 169.23%-159.7pp |
| Employer contribution / active EE | $68 | $1,351-94.9% | $2,403-97.2% | $1,963-96.5% |
| Participant deferral / active EE | $1,626 | $2,166-24.9% | $3,160-48.5% | $3,054-46.8% |
| Admin fee / account holder | $12 | $530-97.8% | $4,622-99.7% | $504-97.6% |