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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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $39,173 |
Filed as: MAYER HOFFMAN MCCANN PC Service code 15 · EIN 43-1947695 | Recordkeeping | $9,523 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,918 | $55,790-84.0% | $76,817-88.4% | $67,579-86.8% |
| Participation rate | 40.1% | 71.1%-31.0pp | 72.1%-32.0pp | 71.3%-31.2pp |
| Annual return | 28.47% | 64.45%-36.0pp | 1166.11%-1137.6pp | 378.56%-350.1pp |
| Employer contribution / active EE | $542 | $1,810-70.1% | $2,302-76.5% | $2,148-74.8% |
| Participant deferral / active EE | $840 | $2,875-70.8% | $3,336-74.8% | $3,539-76.3% |
| Admin fee / account holder | $126 | $159-21.1% | $6,420-98.0% | $142-11.8% |