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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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $19,410 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,444 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,181 | $160,055-66.8% | $140,016-62.0% | $135,375-60.7% |
| Participation rate | 64.7% | 88.5%-23.8pp | 87.5%-22.8pp | 82.6%-17.9pp |
| Annual return | -3.91% | 911.38%-915.3pp | 651.12%-655.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $248 | $6,420-96.1% | $5,606-95.6% | $4,779-94.8% |
| Participant deferral / active EE | $9,568 | $7,642+25.2% | $6,927+38.1% | $5,609+70.6% |
| Admin fee / account holder | $38 | $13,328-99.7% | $10,705-99.6% | $10,827-99.6% |