Filed January 3, 2024
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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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,005 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $99,560 | $48,576+105.0% | $169,463-41.3% | $56,287+76.9% |
| Participation rate | 77.5% | 65.8%+11.7pp | 77.8%-0.3pp | 69.9%+7.7pp |
| Annual return | -0.67% | -2.51%+1.8pp | 1.83%-2.5pp | -9.96%+9.3pp |
| Employer contribution / active EE | $5,337 | $1,559+242.3% | $4,159+28.3% | $2,111+152.8% |
| Participant deferral / active EE | $8,203 | $3,275+150.5% | $5,277+55.5% | $3,350+144.9% |
| Admin fee / account holder | $9 | $435-98.0% | $9,109-99.9% | $521-98.3% |