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 |
|---|---|---|
DEAM DISTRIBUTORS, INC.2+ years Filed as: DEAM TRUST COMPANY Service code 99 | Other Fees | $1,750 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,294 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DEAM DISTRIBUTORS, INC.1 year Filed as: DEAM DISTRIBUTORS Service code 63 · EIN 36-3976708 | 12b-1 Fees | $0 |
DEAM DISTRIBUTORS, INC.2+ years Service code 63 | 12b-1 Fees | $0 |
Filed as: UBS DC ADVISORY Service code 49 8801 RIVER CROSSING BLVD STE 400 · INDIANAPOLIS, IN 46240 | Other Services | $0 |
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 | $64,170 | $80,753-20.5% | $136,294-52.9% | $62,292+3.0% |
| Participation rate | 97.4% | 73.5%+23.9pp | 81.9%+15.5pp | 69.5%+27.9pp |
| Annual return | 17.89% | 35.83%-17.9pp | 5155.94%-5138.1pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,321 | $2,884-54.2% | $4,695-71.9% | $2,042-35.3% |
| Participant deferral / active EE | $4,587 | $5,164-11.2% | $6,247-26.6% | $3,169+44.7% |
| Admin fee / account holder | $7 | $525-98.6% | $9,243-99.9% | $479-98.5% |