Filed August 25, 2020 (most recent of 4 filings on file)
Total covered: 84 employees
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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $301,988 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $36,000 |
BKD, LLP7 years Service code 15 · EIN 44-0160260 | Recordkeeping | $14,222 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $73,467 | $140,190-47.6% | $115,756-36.5% | $77,904-5.7% |
| Participation rate | 99.8% | 81.0%+18.8pp | 77.1%+22.7pp | 73.7%+26.1pp |
| Annual return | -17.06% | -13.46%-3.6pp | 143.14%-160.2pp | 12.21%-29.3pp |
| Employer contribution / active EE | $4,807 | $3,169+51.7% | $3,793+26.8% | $2,848+68.8% |
| Participant deferral / active EE | $5,353 | $5,401-0.9% | $6,254-14.4% | $4,806+11.4% |
| Admin fee / account holder | $88 | $138-36.6% | $8,124-98.9% | $133-33.7% |