Filed October 4, 2024 (most recent of 3 filings on file)
Total covered: 9 employees
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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,384 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 760 SW 9TH SUITE 2100 · PORTLAND, OR 97205 | Other Services | $0 |
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 | $45,618 | $46,100-1.0% | $86,590-47.3% | $69,631-34.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 73.5%+26.5pp | 70.7%+29.3pp |
| Annual return | 71.13% | 21.02%+50.1pp | 964.84%-893.7pp | 27571.02%-27499.9pp |
| Employer contribution / active EE | $2,357 | $1,850+27.4% | $2,839-17.0% | $2,032+16.0% |
| Participant deferral / active EE | $4,760 | $2,432+95.8% | $3,609+31.9% | $3,224+47.7% |
| Admin fee / account holder | $44 | $94-52.7% | $4,906-99.1% | $110-59.8% |