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 | $107,324 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,132 |
ADP BROKER-DEALER6+ years 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 | $50,419 | $78,419-35.7% | $133,956-62.4% | $73,409-31.3% |
| Participation rate | 93.5% | 78.6%+14.9pp | 79.8%+13.6pp | 72.2%+21.3pp |
| Annual return | 17.75% | 33.35%-15.6pp | 45.09%-27.3pp | 59.29%-41.5pp |
| Employer contribution / active EE | $2,270 | $2,044+11.1% | $3,919-42.1% | $2,234+1.6% |
| Participant deferral / active EE | $4,269 | $3,925+8.8% | $5,048-15.4% | $3,805+12.2% |
| Admin fee / account holder | $68 | $161-58.1% | $8,927-99.2% | $158-57.2% |