Filed January 15, 2020 (most recent of 2 filings on file)
Total covered: 10 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $650 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,342 | $79,171-60.4% | $102,423-69.4% | $74,495-57.9% |
| Participation rate | 87.3% | 74.8%+12.5pp | 76.5%+10.8pp | 67.2%+20.1pp |
| Annual return | 12.02% | 54.93%-42.9pp | 29.32%-17.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,698 | $2,362-28.1% | $3,023-43.8% | $2,623-35.3% |
| Participant deferral / active EE | $3,201 | $4,415-27.5% | $5,053-36.7% | $4,346-26.3% |
| Admin fee / account holder | $152 | $2,001-92.4% | $9,451-98.4% | $1,942-92.2% |