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 |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS3+ years Service code 15 · EIN 39-1828175 | Recordkeeping | $98,908 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 37 · EIN 13-3036745 | Loan Processing | $2,400 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $194,813 | $78,826+147.1% | $91,001+114.1% | - |
| Participation rate | 95.2% | 75.7%+19.4pp | 75.6%+19.6pp | - |
| Annual return | 13.64% | 13.42%+0.2pp | 4.60%+9.0pp | - |
| Employer contribution / active EE | $6,417 | $2,032+215.8% | $2,456+161.3% | - |
| Participant deferral / active EE | $7,370 | $3,427+115.1% | $3,547+107.8% | - |
| Admin fee / account holder | $373 | $1,277-70.8% | $5,417-93.1% | - |