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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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,083 |
SMITH & HOWARD, PC3+ years Service code 15 · EIN 58-1250486 | Recordkeeping | $11,000 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 | $40,357 | $71,666-43.7% | $117,854-65.8% | $69,631-42.0% |
| Participation rate | 98.3% | 77.5%+20.8pp | 79.7%+18.7pp | 70.7%+27.7pp |
| Annual return | 14.35% | 18.86%-4.5pp | 335.08%-320.7pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $2,072 | $1,889+9.7% | $3,786-45.3% | $2,032+2.0% |
| Participant deferral / active EE | $2,731 | $3,340-18.2% | $4,482-39.1% | $3,224-15.3% |
| Admin fee / account holder | $38 | $120-68.7% | $8,020-99.5% | $110-65.9% |