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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 |
|---|---|---|
APPLIED PLAN ADMINISTRATORS LLC1+ years Filed as: APPLIED PLAN ADMINISTRATORS, LLC Service code 15 · EIN 46-5761416 | Recordkeeping | $365 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,683 | $76,552-11.6% | $123,892-45.4% | $62,891+7.6% |
| Participation rate | 65.3% | 73.0%-7.7pp | 81.4%-16.1pp | 69.3%-4.0pp |
| Annual return | 10.77% | 18.68%-7.9pp | 47.52%-36.7pp | 20.14%-9.4pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,846 | $4,840+20.8% | $5,984-2.3% | $3,203+82.5% |
| Admin fee / account holder | $4 | $4,826-99.9% | $8,357-100.0% | $4,296-99.9% |