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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $100,642 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $59,412 |
ADP BROKER-DEALER6+ 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 | $31,010 | $56,095-44.7% | $178,490-82.6% | $90,288-65.7% |
| Participation rate | 54.3% | 65.6%-11.2pp | 81.9%-27.6pp | 73.4%-19.0pp |
| Annual return | 16.13% | 28.81%-12.7pp | 151.07%-134.9pp | 53.97%-37.8pp |
| Employer contribution / active EE | $1,857 | $1,572+18.1% | $5,011-62.9% | $2,524-26.4% |
| Participant deferral / active EE | $2,263 | $2,669-15.2% | $5,202-56.5% | $4,232-46.5% |
| Admin fee / account holder | $144 | $101+43.4% | $13,984-99.0% | $114+26.5% |