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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-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,930 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
AMERITAS LIFE INSURANCE CORP1+ years Filed as: AMERITAS INVESTMENT CORP. Service code 49 4069 CHAIN BRIDGE ROAD · FAIRFAX, VA 22030 | Other Services | $0 |
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).
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 | $22,899 | $95,542-76.0% | $69,455-67.0% | $67,579-66.1% |
| Participation rate | 71.7% | 79.4%-7.6pp | 74.6%-2.9pp | 71.3%+0.4pp |
| Annual return | 39.07% | 17.67%+21.4pp | 28.97%+10.1pp | 378.56%-339.5pp |
| Employer contribution / active EE | $2,561 | $2,989-14.3% | $2,779-7.8% | $2,148+19.2% |
| Participant deferral / active EE | $4,369 | $3,263+33.9% | $3,535+23.6% | $3,539+23.4% |
| Admin fee / account holder | $9 | $90-89.9% | $3,839-99.8% | $142-93.6% |