Filed October 16, 2017
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $482,782 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $50,000 |
DICKINSON WRIGHT PLLC10+ years Service code 15 · EIN 38-1364333 | Recordkeeping | $10,867 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,860 | $128,899-48.9% | $113,168-41.8% | $102,872-36.0% |
| Participation rate | 93.7% | 87.0%+6.7pp | 76.6%+17.2pp | 73.0%+20.7pp |
| Annual return | 4.85% | 15.88%-11.0pp | 24.27%-19.4pp | 19.06%-14.2pp |
| Employer contribution / active EE | $3,770 | $3,713+1.5% | $2,975+26.7% | $3,526+6.9% |
| Participant deferral / active EE | $4,808 | $6,787-29.2% | $5,107-5.8% | $5,535-13.1% |
| Admin fee / account holder | $108 | $129-16.3% | $12,068-99.1% | $292-62.9% |