Filed May 14, 2018
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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,384 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $13,787 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $12,161 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $43,731 | $58,726-25.5% | $92,233-52.6% | $62,292-29.8% |
| Participation rate | 84.9% | 68.3%+16.5pp | 76.5%+8.4pp | 69.5%+15.3pp |
| Annual return | 15.69% | 43.62%-27.9pp | 176.28%-160.6pp | 28.90%-13.2pp |
| Employer contribution / active EE | $936 | $2,392-60.8% | $3,679-74.5% | $2,042-54.1% |
| Participant deferral / active EE | $3,483 | $2,766+26.0% | $3,897-10.6% | $3,169+9.9% |
| Admin fee / account holder | $159 | $556-71.4% | $5,194-96.9% | $479-66.8% |