Filed July 31, 2020
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $20,116 |
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 | $36,799 | $79,523-53.7% | $140,016-73.7% | $56,287-34.6% |
| Participation rate | 91.1% | 85.7%+5.4pp | 87.5%+3.6pp | 69.9%+21.2pp |
| Annual return | 44.15% | 2.39%+41.8pp | 651.12%-607.0pp | -9.96%+54.1pp |
| Employer contribution / active EE | $2,248 | $3,350-32.9% | $5,606-59.9% | $2,111+6.5% |
| Participant deferral / active EE | $4,401 | $5,129-14.2% | $6,927-36.5% | $3,350+31.4% |
| Admin fee / account holder | $110 | $614-82.1% | $10,705-99.0% | $521-78.9% |