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.
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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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,544 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,047 | $51,197-68.7% | $82,719-80.6% | $66,914-76.0% |
| Participation rate | 94.2% | 67.8%+26.4pp | 72.6%+21.6pp | 69.8%+24.4pp |
| Annual return | -17.23% | -9.64%-7.6pp | 701.18%-718.4pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,047 | $2,611-59.9% | $3,009-65.2% | $2,544-58.8% |
| Participant deferral / active EE | $2,828 | $3,458-18.2% | $4,395-35.7% | $4,237-33.2% |
| Admin fee / account holder | $9 | $416-97.9% | $5,329-99.8% | $593-98.5% |