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 | $50,982-63.7% | $154,803-88.0% | $85,563-78.4% |
| Participation rate | 80.5% | 59.8%+20.7pp | 78.1%+2.4pp | 66.0%+14.5pp |
| Annual return | 10.75% | 30.35%-19.6pp | 58.88%-48.1pp | 31.51%-20.8pp |
| Employer contribution / active EE | $585 | $1,708-65.8% | $4,305-86.4% | $2,654-78.0% |
| Participant deferral / active EE | $1,903 | $2,474-23.1% | $5,540-65.6% | $4,375-56.5% |
| Admin fee / account holder | $159 | $846-81.2% | $14,329-98.9% | $834-80.9% |