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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $58,989 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,673 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $61,615 | $63,355-2.7% | $91,989-33.0% | $72,985-15.6% |
| Participation rate | 85.9% | 72.5%+13.4pp | 78.6%+7.2pp | 69.5%+16.4pp |
| Annual return | 24.56% | 35.35%-10.8pp | 69.02%-44.5pp | 81.00%-56.4pp |
| Employer contribution / active EE | $3,242 | $2,116+53.3% | $3,452-6.1% | $2,440+32.9% |
| Participant deferral / active EE | $6,099 | $4,883+24.9% | $5,923+3.0% | $3,607+69.1% |
| Admin fee / account holder | $60 | $4,668-98.7% | $7,743-99.2% | $5,124-98.8% |