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 |
|---|---|---|
STAFFORD & WESTERVELT, CHARTERED2+ years Service code 15 · EIN 48-0863477 | Recordkeeping | $7,775 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,177 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
EDWARD JONES2+ years Service code 49 13020 NORTH HIGHWAY 71 · BENTONVILLE, AR 72712 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,863 | $32,425-35.7% | $74,583-72.0% | $55,167-62.2% |
| Participation rate | 50.5% | 54.0%-3.5pp | 68.1%-17.6pp | 69.0%-18.5pp |
| Annual return | 11.39% | 10.63%+0.8pp | 20.47%-9.1pp | 169.23%-157.8pp |
| Employer contribution / active EE | $587 | $1,043-43.8% | $2,525-76.8% | $1,963-70.1% |
| Participant deferral / active EE | $837 | $1,995-58.0% | $3,458-75.8% | $3,054-72.6% |
| Admin fee / account holder | $189 | $748-74.8% | $4,138-95.4% | $504-62.5% |