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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.
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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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $45,202 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $22,471 |
GRANT THORNTON LLP2 years Service code 15 · EIN 36-6055558 | Recordkeeping | $14,000 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,325 | $66,310-19.6% | $93,606-43.0% | $65,185-18.2% |
| Participation rate | 96.0% | 74.0%+22.0pp | 75.8%+20.2pp | 70.2%+25.8pp |
| Annual return | 14.98% | 42.58%-27.6pp | 32.76%-17.8pp | 29.38%-14.4pp |
| Employer contribution / active EE | $1,289 | $2,012-35.9% | $2,718-52.6% | $2,177-40.8% |
| Participant deferral / active EE | $3,826 | $3,342+14.5% | $4,069-6.0% | $3,514+8.9% |
| Admin fee / account holder | $420 | $6,897-93.9% | $7,888-94.7% | $847-50.5% |