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 |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,426 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SECURITIES AMERICA INC2+ years Filed as: SECURITIES SERVICE NETWORK, INC Service code 49 906 SAINT JOHN RD · ELIZABETHTOWN, KY 42701 | Other Services | $0 |
Participant contribution per participant 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 | $60,665 | $74,089-18.1% | $133,980-54.7% | $55,167+10.0% |
| Participation rate | 96.2% | 84.3%+11.9pp | 87.1%+9.2pp | 69.0%+27.2pp |
| Annual return | 283.67% | 12.11%+271.6pp | 29.30%+254.4pp | 169.23%+114.4pp |
| Employer contribution / active EE | $1,675 | $3,064-45.3% | $5,211-67.9% | $1,963-14.7% |
| Participant deferral / active EE | $1,708 | $4,678-63.5% | $6,282-72.8% | $3,054-44.1% |
| Admin fee / account holder | $13 | $458-97.1% | $9,324-99.9% | $504-97.4% |