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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.
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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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,771 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $5,171 | $56,972-90.9% | $182,532-97.2% | $65,185-92.1% |
| Participation rate | 82.0% | 66.5%+15.5pp | 78.0%+4.0pp | 70.2%+11.8pp |
| Annual return | 36.91% | 27.67%+9.2pp | 148.54%-111.6pp | 29.38%+7.5pp |
| Employer contribution / active EE | $739 | $1,615-54.2% | $4,076-81.9% | $2,177-66.0% |
| Participant deferral / active EE | $1,155 | $3,526-67.2% | $5,524-79.1% | $3,514-67.1% |
| Admin fee / account holder | $54 | $528-89.8% | $8,592-99.4% | $847-93.7% |