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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 · EIN 13-5674085 | Indirect Investment Fees | $76,197 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,760 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 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 | $7,808 | $84,948-90.8% | $70,449-88.9% | $73,409-89.4% |
| Participation rate | 86.0% | 79.9%+6.1pp | 75.1%+11.0pp | 72.2%+13.9pp |
| Annual return | 16.82% | 13.39%+3.4pp | 109.03%-92.2pp | 59.29%-42.5pp |
| Employer contribution / active EE | $345 | $2,834-87.8% | $2,737-87.4% | $2,234-84.6% |
| Participant deferral / active EE | $1,765 | $3,387-47.9% | $3,709-52.4% | $3,805-53.6% |
| Admin fee / account holder | $34 | $98-65.3% | $3,845-99.1% | $158-78.4% |