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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,881 |
Filed as: ALLIANT INSURANCE AGENCY INC Service code 15 · EIN 33-0785439 | Recordkeeping | $8,301 |
ADP BROKER-DEALER2 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).
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 | $16,250 | $55,415-70.7% | $155,509-89.6% | $74,495-78.2% |
| Participation rate | 85.9% | 61.9%+24.0pp | 78.2%+7.8pp | 67.2%+18.7pp |
| Annual return | 15.38% | 268.50%-253.1pp | 64.67%-49.3pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $1,537 | $2,267-32.2% | $4,672-67.1% | $2,623-41.4% |
| Participant deferral / active EE | $2,714 | $2,836-4.3% | $5,626-51.8% | $4,346-37.5% |
| Admin fee / account holder | $199 | $1,738-88.6% | $15,912-98.7% | $1,942-89.8% |