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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 |
|---|---|---|
Service code 52 | Indirect Investment Fees | $11,384 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,767 |
THOMAS HOWELL FERGUSON PA1 year Service code 13 2615 CENTENNIAL BLVD. STE 200 · TALLAHASSEE, FL 32308 | Contract Administrator | $917 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $82 |
ADP BROKER-DEALER3+ years Service code 49 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,651 | $85,766-64.3% | $136,294-77.5% | $70,131-56.3% |
| Participation rate | 88.6% | 74.2%+14.5pp | 81.9%+6.7pp | 69.5%+19.1pp |
| Annual return | 13.67% | 31.45%-17.8pp | 5155.94%-5142.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $274 | $2,966-90.8% | $4,695-94.2% | $2,342-88.3% |
| Participant deferral / active EE | $4,277 | $5,051-15.3% | $6,247-31.5% | $3,332+28.4% |
| Admin fee / account holder | $49 | $5,420-99.1% | $9,243-99.5% | $4,645-99.0% |