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 LLC1 year Filed as: THE WATERFORD GROUP, LLC Service code 15 · EIN 80-0675279 | Recordkeeping | $9,403 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,728 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,374 | $51,197-70.0% | $82,719-81.4% | $66,914-77.0% |
| Participation rate | 87.2% | 67.8%+19.4pp | 72.6%+14.7pp | 69.8%+17.4pp |
| Annual return | -9.15% | -9.64%+0.5pp | 701.18%-710.3pp | 1.58%-10.7pp |
| Employer contribution / active EE | $1,478 | $2,611-43.4% | $3,009-50.9% | $2,544-41.9% |
| Participant deferral / active EE | $5,417 | $3,458+56.7% | $4,395+23.3% | $4,237+27.9% |
| Admin fee / account holder | $68 | $416-83.6% | $5,329-98.7% | $593-88.5% |