See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: THIBODAUX HEBERT DESHOTELS LEBLANC, Service code 15 · EIN 20-8102502 | Recordkeeping | $8,100 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,952 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $25,799 | $58,879-56.2% | $178,490-85.5% | $73,488-64.9% |
| Participation rate | 85.2% | 66.2%+19.0pp | 81.9%+3.3pp | 70.7%+14.6pp |
| Annual return | 15.70% | 24.86%-9.2pp | 151.07%-135.4pp | 28.51%-12.8pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,927 | $2,567-24.9% | $5,202-62.9% | $3,740-48.5% |
| Admin fee / account holder | $77 | $400-80.7% | $13,984-99.4% | $513-84.9% |