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 | $30,487 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,005 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | 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 | $41,260 | $46,297-10.9% | $71,671-42.4% | $62,292-33.8% |
| Participation rate | 54.5% | 60.6%-6.1pp | 68.7%-14.2pp | 69.5%-15.0pp |
| Annual return | 21.25% | 22.32%-1.1pp | 20.65%+0.6pp | 28.90%-7.6pp |
| Employer contribution / active EE | $1,367 | $1,412-3.2% | $2,460-44.4% | $2,042-33.1% |
| Participant deferral / active EE | $3,147 | $2,235+40.8% | $3,438-8.5% | $3,169-0.7% |
| Admin fee / account holder | $11 | $461-97.7% | $5,558-99.8% | $479-97.8% |