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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.
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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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $750 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: SECURIAN INC Service code 49 4550 POST OAK PLACE · HOUSTON, TX 77027 | 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).
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 | $48,459 | $46,297+4.7% | $71,671-32.4% | $62,292-22.2% |
| Participation rate | 26.9% | 60.6%-33.7pp | 68.7%-41.8pp | 69.5%-42.6pp |
| Annual return | 17.24% | 22.32%-5.1pp | 20.65%-3.4pp | 28.90%-11.7pp |
| Employer contribution / active EE | $237 | $1,412-83.2% | $2,460-90.4% | $2,042-88.4% |
| Participant deferral / active EE | $1,026 | $2,235-54.1% | $3,438-70.2% | $3,169-67.6% |
| Admin fee / account holder | $13 | $461-97.1% | $5,558-99.8% | $479-97.3% |