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 9-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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $800 |
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).
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 | $42,392 | $46,722-9.3% | $130,648-67.6% | $65,185-35.0% |
| Participation rate | 74.0% | 60.9%+13.1pp | 71.7%+2.3pp | 70.2%+3.8pp |
| Annual return | 28.96% | 24.17%+4.8pp | 1708.96%-1680.0pp | 29.38%-0.4pp |
| Employer contribution / active EE | $2,652 | $1,488+78.3% | $4,092-35.2% | $2,177+21.8% |
| Participant deferral / active EE | $7,224 | $2,545+183.8% | $3,603+100.5% | $3,514+105.6% |
| Admin fee / account holder | $7 | $453-98.4% | $5,464-99.9% | $847-99.1% |