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 | $23,267 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,325 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $9,022 | $51,466-82.5% | $78,778-88.5% | $62,292-85.5% |
| Participation rate | 95.6% | 59.8%+35.8pp | 69.2%+26.4pp | 69.5%+26.1pp |
| Annual return | 15.59% | 19.96%-4.4pp | 35.62%-20.0pp | 28.90%-13.3pp |
| Employer contribution / active EE | $618 | $827-25.3% | $1,986-68.9% | $2,042-69.7% |
| Participant deferral / active EE | $1,843 | $2,147-14.2% | $2,958-37.7% | $3,169-41.8% |
| Admin fee / account holder | $13 | $489-97.4% | $5,134-99.8% | $479-97.4% |