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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,040 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $20,524 |
ADP BROKER-DEALER9+ 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 | $19,972 | $53,165-62.4% | $86,188-76.8% | $74,419-73.2% |
| Participation rate | 96.4% | 64.9%+31.5pp | 69.0%+27.4pp | 70.7%+25.6pp |
| Annual return | 18.20% | 22.64%-4.4pp | 1168.45%-1150.3pp | 34.38%-16.2pp |
| Employer contribution / active EE | $880 | $1,210-27.2% | $2,380-63.0% | $2,637-66.6% |
| Participant deferral / active EE | $3,425 | $3,234+5.9% | $3,985-14.1% | $4,528-24.4% |
| Admin fee / account holder | $108 | $551-80.5% | $6,852-98.4% | $348-69.0% |