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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $45,446 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $43,305 |
ADP BROKER-DEALER10+ 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 | $23,610 | $54,193-56.4% | $93,606-74.8% | $77,643-69.6% |
| Participation rate | 95.2% | 63.9%+31.2pp | 68.7%+26.4pp | 70.6%+24.6pp |
| Annual return | 13.82% | 30.54%-16.7pp | 133.20%-119.4pp | 31.24%-17.4pp |
| Employer contribution / active EE | $810 | $1,168-30.7% | $2,420-66.5% | $2,726-70.3% |
| Participant deferral / active EE | $3,456 | $3,144+9.9% | $4,411-21.6% | $4,647-25.6% |
| Admin fee / account holder | $134 | $576-76.8% | $8,285-98.4% | $430-68.9% |