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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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,802 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $25,556 | $37,426-31.7% | $77,482-67.0% | $79,858-68.0% |
| Participation rate | 65.8% | 41.5%+24.3pp | 54.2%+11.6pp | 69.6%-3.8pp |
| Annual return | 6.72% | 39.70%-33.0pp | 54.79%-48.1pp | 31.71%-25.0pp |
| Employer contribution / active EE | $1,067 | $637+67.6% | $986+8.2% | $2,471-56.8% |
| Participant deferral / active EE | $2,698 | $1,260+114.1% | $1,861+44.9% | $3,740-27.9% |
| Admin fee / account holder | $196 | $2,504-92.2% | $2,858-93.2% | $5,306-96.3% |