Filed May 9, 2018 (most recent of 3 filings on file)
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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $99,555 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $46,844 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,212 | $47,456-42.7% | $172,739-84.2% | $77,787-65.0% |
| Participation rate | 49.7% | 66.3%-16.6pp | 82.6%-32.9pp | 73.2%-23.5pp |
| Annual return | 25.54% | 35.57%-10.0pp | 802.84%-777.3pp | 32.57%-7.0pp |
| Employer contribution / active EE | $777 | $1,574-50.6% | $5,143-84.9% | $2,504-69.0% |
| Participant deferral / active EE | $1,955 | $2,560-23.6% | $5,198-62.4% | $3,967-50.7% |
| Admin fee / account holder | $155 | $81+91.4% | $13,954-98.9% | $100+54.7% |