Filed April 26, 2023
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 |
|---|---|---|
ADVISORNET FINANCIAL5 years Service code 15 · EIN 41-1378662 | Recordkeeping | $22,259 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,900 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $54,723 | $136,307-59.9% | $177,821-69.2% | $73,488-25.5% |
| Participation rate | 90.5% | 86.1%+4.4pp | 87.7%+2.8pp | 70.7%+19.9pp |
| Annual return | 18.41% | 18.68%-0.3pp | 48.32%-29.9pp | 28.51%-10.1pp |
| Employer contribution / active EE | $1,824 | $3,712-50.9% | $5,918-69.2% | $2,270-19.7% |
| Participant deferral / active EE | $3,969 | $5,829-31.9% | $7,714-48.6% | $3,740+6.1% |
| Admin fee / account holder | $107 | $596-82.1% | $12,427-99.1% | $513-79.2% |