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 |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $22,533 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $15,297 |
ADP BROKER-DEALER5+ 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).
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 | $15,554 | $40,174-61.3% | $84,015-81.5% | $67,579-77.0% |
| Participation rate | 93.9% | 62.7%+31.2pp | 69.0%+24.9pp | 71.3%+22.6pp |
| Annual return | 23.02% | 25.82%-2.8pp | 71.31%-48.3pp | 378.56%-355.5pp |
| Employer contribution / active EE | $608 | $808-24.7% | $1,983-69.3% | $2,148-71.7% |
| Participant deferral / active EE | $2,527 | $2,301+9.8% | $3,239-22.0% | $3,539-28.6% |
| Admin fee / account holder | $90 | $128-30.0% | $6,101-98.5% | $142-36.9% |