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 | $38,354 |
BKD, LLP1 year Service code 15 · EIN 44-0160260 | Recordkeeping | $19,950 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $18,038 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,747 | $56,767+1.7% | $101,794-43.3% | $85,563-32.5% |
| Participation rate | 92.3% | 57.6%+34.7pp | 69.2%+23.1pp | 66.0%+26.3pp |
| Annual return | 16.65% | 17.76%-1.1pp | 30.53%-13.9pp | 31.51%-14.9pp |
| Employer contribution / active EE | $1,013 | $1,112-8.9% | $2,289-55.7% | $2,654-61.8% |
| Participant deferral / active EE | $6,021 | $2,720+121.4% | $4,084+47.4% | $4,375+37.6% |
| Admin fee / account holder | $154 | $1,098-85.9% | $8,777-98.2% | $834-81.5% |