Filed July 19, 2017 (most recent of 2 filings on file)
Total covered: 4 employees
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 | $31,614 |
Filed as: ELLIN & TUCKER Service code 15 · EIN 52-0959934 | Recordkeeping | $22,000 |
Service code 15 · EIN 82-5320133 | Recordkeeping | $6,717 |
Filed as: POLLARD & ASSOCIATES Service code 15 · EIN 52-0909772 | Recordkeeping | $4,318 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,524 | $46,464-60.1% | $150,298-87.7% | $79,634-76.7% |
| Participation rate | 80.5% | 57.0%+23.5pp | 77.8%+2.7pp | 62.5%+18.0pp |
| Annual return | 10.75% | 27.89%-17.1pp | 62.79%-52.0pp | 36.46%-25.7pp |
| Employer contribution / active EE | $585 | $1,512-61.3% | $4,154-85.9% | $2,529-76.9% |
| Participant deferral / active EE | $1,903 | $2,157-11.8% | $5,453-65.1% | $3,835-50.4% |
| Admin fee / account holder | $159 | $891-82.1% | $14,116-98.9% | $1,002-84.1% |