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 | $51,342 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,610 |
ADP BROKER-DEALER6+ 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 | $69,221 | $70,475-1.8% | $100,516-31.1% | $79,858-13.3% |
| Participation rate | 91.8% | 73.7%+18.1pp | 79.4%+12.4pp | 69.6%+22.2pp |
| Annual return | 18.60% | 21.90%-3.3pp | 30.89%-12.3pp | 31.71%-13.1pp |
| Employer contribution / active EE | $2,587 | $2,165+19.5% | $3,418-24.3% | $2,471+4.7% |
| Participant deferral / active EE | $7,802 | $5,181+50.6% | $6,270+24.4% | $3,740+108.6% |
| Admin fee / account holder | $86 | $4,478-98.1% | $8,081-98.9% | $5,306-98.4% |