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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,036 |
Filed as: ALLIANT INSURANCE AGENCY INC Service code 15 · EIN 33-0785439 | Recordkeeping | $6,538 |
ADP BROKER-DEALER1 year 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).
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 | $14,351 | $61,272-76.6% | $149,673-90.4% | $71,457-79.9% |
| Participation rate | 83.4% | 62.5%+20.9pp | 78.8%+4.7pp | 67.9%+15.5pp |
| Annual return | 19.72% | 35.85%-16.1pp | 134.42%-114.7pp | 28.85%-9.1pp |
| Employer contribution / active EE | $1,278 | $2,378-46.3% | $4,818-73.5% | $2,588-50.6% |
| Participant deferral / active EE | $2,164 | $2,917-25.8% | $5,680-61.9% | $4,289-49.5% |
| Admin fee / account holder | $154 | $1,261-87.8% | $13,210-98.8% | $1,587-90.3% |