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 |
|---|---|---|
THE WATERFORD GROUP LLC3 years Filed as: THE WATERFORD GROUP, LLC Service code 15 · EIN 80-0675279 | Recordkeeping | $19,455 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,652 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,950 | $60,323-53.7% | $81,812-65.8% | $74,495-62.5% |
| Participation rate | 86.9% | 62.9%+24.1pp | 72.3%+14.6pp | 67.2%+19.7pp |
| Annual return | 17.24% | 16.90%+0.3pp | 773.79%-756.5pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $1,379 | $2,620-47.4% | $2,912-52.6% | $2,623-47.4% |
| Participant deferral / active EE | $4,847 | $3,387+43.1% | $4,319+12.2% | $4,346+11.5% |
| Admin fee / account holder | $118 | $1,486-92.1% | $7,386-98.4% | $1,942-93.9% |