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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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $785 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,361 | $73,102-63.9% | $123,544-78.7% | $56,287-53.2% |
| Participation rate | 72.2% | 74.3%-2.1pp | 82.3%-10.1pp | 69.9%+2.4pp |
| Annual return | -6.33% | 3.01%-9.3pp | 119.20%-125.5pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,776 | $2,977-40.3% | $4,628-61.6% | $2,111-15.9% |
| Participant deferral / active EE | $4,049 | $5,423-25.3% | $6,426-37.0% | $3,350+20.9% |
| Admin fee / account holder | $7 | $554-98.8% | $9,284-99.9% | $521-98.7% |