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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 |
|---|---|---|
401K ADVISORS INC1 year Service code 15 · EIN 33-0905143 | Recordkeeping | $16,031 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,845 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,560 | $87,870-72.0% | $113,168-78.3% | $74,304-66.9% |
| Participation rate | 61.1% | 70.7%-9.7pp | 76.6%-15.5pp | 60.3%+0.7pp |
| Annual return | 19.06% | 26.44%-7.4pp | 24.27%-5.2pp | 29.43%-10.4pp |
| Employer contribution / active EE | $1,667 | $2,277-26.8% | $2,975-44.0% | $2,241-25.6% |
| Participant deferral / active EE | $2,627 | $4,241-38.0% | $5,107-48.6% | $3,767-30.3% |
| Admin fee / account holder | $121 | $3,368-96.4% | $12,068-99.0% | $2,969-95.9% |