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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 | $950 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AXA ADVISORS INC Service code 49 90 WOODBRIDGE CENTER DR · WOODBRIDGE, NJ 07095 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,056 | $80,753-56.6% | $136,294-74.3% | $62,292-43.7% |
| Participation rate | 96.3% | 73.5%+22.7pp | 81.9%+14.3pp | 69.5%+26.8pp |
| Annual return | 24.45% | 35.83%-11.4pp | 5155.94%-5131.5pp | 28.90%-4.4pp |
| Employer contribution / active EE | $1,292 | $2,884-55.2% | $4,695-72.5% | $2,042-36.7% |
| Participant deferral / active EE | $5,129 | $5,164-0.7% | $6,247-17.9% | $3,169+61.9% |
| Admin fee / account holder | $6 | $525-98.9% | $9,243-99.9% | $479-98.7% |