Filed July 6, 2017 (most recent of 2 filings on file)
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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $68,978 |
EDWARD JONES6 years Service code 15 · EIN 43-0345811 | Recordkeeping | $58,714 |
Filed as: MESIROW FINANCIAL INC Service code 15 · EIN 36-3194849 | Recordkeeping | $29,059 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,672 | $61,756-39.0% | $70,092-46.3% | $77,904-51.6% |
| Participation rate | 67.5% | 79.9%-12.4pp | 70.5%-2.9pp | 73.7%-6.1pp |
| Annual return | -18.20% | -11.86%-6.3pp | 190.73%-208.9pp | 12.21%-30.4pp |
| Employer contribution / active EE | $1,423 | $2,706-47.4% | $2,559-44.4% | $2,848-50.0% |
| Participant deferral / active EE | $2,407 | $3,977-39.5% | $3,849-37.5% | $4,806-49.9% |
| Admin fee / account holder | $109 | $101+7.9% | $6,267-98.3% | $133-17.5% |