See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
ALPHA PENSION GROUP, INC.1+ years Service code 15 · EIN 26-2219855 | Recordkeeping | $11,127 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,325 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,126 | $63,924-54.4% | $108,579-73.2% | $55,167-47.2% |
| Participation rate | 70.1% | 74.3%-4.2pp | 79.6%-9.5pp | 69.0%+1.1pp |
| Annual return | 8.66% | 15.31%-6.6pp | -51.70%+60.4pp | 169.23%-160.6pp |
| Employer contribution / active EE | $799 | $1,879-57.5% | $3,758-78.7% | $1,963-59.3% |
| Participant deferral / active EE | $3,236 | $3,067+5.5% | $4,311-24.9% | $3,054+5.9% |
| Admin fee / account holder | $72 | $618-88.4% | $7,645-99.1% | $504-85.7% |