Filed December 12, 2018
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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,062 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,974 | $56,317-48.6% | $71,209-59.3% | $74,304-61.0% |
| Participation rate | 96.5% | 55.1%+41.3pp | 73.8%+22.7pp | 60.3%+36.1pp |
| Annual return | 16.99% | 42.83%-25.8pp | 282.51%-265.5pp | 29.43%-12.4pp |
| Employer contribution / active EE | $1,117 | $2,160-48.3% | $2,721-58.9% | $2,241-50.1% |
| Participant deferral / active EE | $2,780 | $2,788-0.3% | $4,175-33.4% | $3,767-26.2% |
| Admin fee / account holder | $16 | $2,290-99.3% | $5,349-99.7% | $2,969-99.5% |