Filed August 31, 2023 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,516 |
WEALTHPLAN ADVISORS LLC2 years Filed as: WEALTHPLAN ADVISORS, LLC. Service code 15 · EIN 47-2622892 | Recordkeeping | $21,941 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,762 | $53,901-54.1% | $134,143-81.5% | $73,488-66.3% |
| Participation rate | 83.9% | 62.8%+21.1pp | 72.2%+11.8pp | 70.7%+13.2pp |
| Annual return | 11.80% | 15.82%-4.0pp | 36.33%-24.5pp | 28.51%-16.7pp |
| Employer contribution / active EE | $634 | $1,458-56.6% | $3,704-82.9% | $2,270-72.1% |
| Participant deferral / active EE | $2,160 | $2,739-21.2% | $3,499-38.3% | $3,740-42.2% |
| Admin fee / account holder | $214 | $581-63.1% | $6,684-96.8% | $513-58.3% |