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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,568 |
LPL FINANCIAL3+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $15,026 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,009 | $42,548-48.3% | $74,550-70.5% | $56,287-60.9% |
| Participation rate | 72.1% | 60.5%+11.6pp | 69.1%+2.9pp | 69.9%+2.2pp |
| Annual return | 13.80% | 12.40%+1.4pp | 32.53%-18.7pp | -9.96%+23.8pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,680 | $2,277-26.2% | $3,108-46.0% | $3,350-49.9% |
| Admin fee / account holder | $147 | $467-68.6% | $5,060-97.1% | $521-71.8% |