Filed February 19, 2019 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $19,025 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,595 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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).
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 | $7,863 | $39,245-80.0% | $64,105-87.7% | $52,331-85.0% |
| Participation rate | 91.6% | 58.2%+33.3pp | 68.2%+23.4pp | 68.1%+23.5pp |
| Annual return | -2.85% | 14.79%-17.6pp | 791.24%-794.1pp | 4.54%-7.4pp |
| Employer contribution / active EE | $488 | $736-33.7% | $1,820-73.2% | $1,882-74.1% |
| Participant deferral / active EE | $1,577 | $1,992-20.8% | $2,822-44.1% | $3,022-47.8% |
| Admin fee / account holder | $25 | $592-95.8% | $4,499-99.5% | $592-95.8% |