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 10-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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $109,036 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,550 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,230 | $159,106-67.8% | $110,238-53.5% | - |
| Participation rate | 95.2% | 75.5%+19.7pp | 79.8%+15.4pp | - |
| Annual return | -5.89% | -5.88%0pp | 314.74%-320.6pp | - |
| Employer contribution / active EE | $1,670 | $2,751-39.3% | $3,826-56.4% | - |
| Participant deferral / active EE | $4,056 | $3,490+16.2% | $4,672-13.2% | - |
| Admin fee / account holder | $9 | $9,628-99.9% | $8,547-99.9% | - |