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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,622 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $28,550 |
ADP BROKER-DEALER8+ 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,003 | $42,353-59.9% | $79,550-78.6% | $64,808-73.8% |
| Participation rate | 96.4% | 64.8%+31.6pp | 69.5%+26.9pp | 71.5%+24.9pp |
| Annual return | -16.33% | -12.24%-4.1pp | 0.16%-16.5pp | 32.82%-49.2pp |
| Employer contribution / active EE | $819 | $1,181-30.7% | $2,413-66.1% | $2,506-67.3% |
| Participant deferral / active EE | $3,240 | $3,170+2.2% | $3,985-18.7% | $4,310-24.8% |
| Admin fee / account holder | $107 | $160-33.1% | $6,832-98.4% | $188-43.2% |