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.
See the 10-year trajectory with Solo.
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 | $3,000 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $54,216 | $54,320-0.2% | $67,652-19.9% | $52,331+3.6% |
| Participation rate | 86.2% | 73.6%+12.6pp | 75.7%+10.6pp | 68.1%+18.1pp |
| Annual return | -0.92% | 6.81%-7.7pp | 6625.04%-6626.0pp | 4.54%-5.5pp |
| Employer contribution / active EE | $1,581 | $1,544+2.4% | $2,266-30.2% | $1,882-16.0% |
| Participant deferral / active EE | $3,363 | $2,950+14.0% | $3,560-5.5% | $3,022+11.3% |
| Admin fee / account holder | $24 | $527-95.4% | $4,821-99.5% | $592-95.9% |