Filed June 21, 2019
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.
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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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $46,589 |
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS, INC. Service code 15 · EIN 43-1685158 | Recordkeeping | $35,625 |
ADP BROKER-DEALER9 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,364 | $106,028-1.6% | $146,958-29.0% | $77,643+34.4% |
| Participation rate | 96.4% | 78.4%+18.0pp | 82.2%+14.2pp | 70.6%+25.8pp |
| Annual return | 15.89% | 56.73%-40.8pp | 418.34%-402.4pp | 31.24%-15.3pp |
| Employer contribution / active EE | $3,232 | $4,063-20.5% | $4,933-34.5% | $2,726+18.6% |
| Participant deferral / active EE | $10,927 | $7,990+36.8% | $8,070+35.4% | $4,647+135.1% |
| Admin fee / account holder | $197 | $337-41.6% | $12,998-98.5% | $430-54.2% |