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 | $64,709 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,580 |
ADP BROKER-DEALER3+ 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 | $60,452 | $80,753-25.1% | $136,294-55.6% | $62,292-3.0% |
| Participation rate | 99.1% | 73.5%+25.6pp | 81.9%+17.2pp | 69.5%+29.6pp |
| Annual return | 19.84% | 35.83%-16.0pp | 5155.94%-5136.1pp | 28.90%-9.1pp |
| Employer contribution / active EE | $2,474 | $2,884-14.2% | $4,695-47.3% | $2,042+21.1% |
| Participant deferral / active EE | $5,948 | $5,164+15.2% | $6,247-4.8% | $3,169+87.7% |
| Admin fee / account holder | $6 | $525-98.8% | $9,243-99.9% | $479-98.7% |