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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.
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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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,330 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 49 2211 YORK RD · OAK BROOK, IL 60523 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,442 | $80,753-51.2% | $136,294-71.1% | $62,292-36.7% |
| Participation rate | 69.0% | 73.5%-4.5pp | 81.9%-12.9pp | 69.5%-0.5pp |
| Annual return | 22.96% | 35.83%-12.9pp | 5155.94%-5133.0pp | 28.90%-5.9pp |
| Employer contribution / active EE | $2,207 | $2,884-23.5% | $4,695-53.0% | $2,042+8.1% |
| Participant deferral / active EE | $5,305 | $5,164+2.7% | $6,247-15.1% | $3,169+67.4% |
| Admin fee / account holder | $9 | $525-98.3% | $9,243-99.9% | $479-98.2% |