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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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,755 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,438 | $50,458+5.9% | $159,960-66.6% | $64,808-17.5% |
| Participation rate | 64.9% | 68.0%-3.1pp | 78.0%-13.0pp | 71.5%-6.6pp |
| Annual return | -15.71% | -13.42%-2.3pp | 408.60%-424.3pp | 32.82%-48.5pp |
| Employer contribution / active EE | $197 | $1,722-88.6% | $4,226-95.3% | $2,506-92.1% |
| Participant deferral / active EE | $5,513 | $4,004+37.7% | $6,182-10.8% | $4,310+27.9% |
| Admin fee / account holder | $41 | $706-94.2% | $8,698-99.5% | $188-78.0% |