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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-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,608 | $43,723-84.9% | $121,196-94.5% | $64,186-89.7% |
| Participation rate | 75.7% | 58.3%+17.4pp | 71.7%+3.9pp | 69.6%+6.1pp |
| Annual return | -5.82% | 68.91%-74.7pp | 16.93%-22.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $136 | $1,296-89.5% | $4,022-96.6% | $2,381-94.3% |
| Participant deferral / active EE | $1,261 | $2,280-44.7% | $3,344-62.3% | $3,470-63.6% |
| Admin fee / account holder | $543 | $3,501-84.5% | $5,019-89.2% | $4,888-88.9% |