Filed October 27, 2020
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $35,718 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,016 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,659 | $68,719+164.4% | $91,541+98.4% | $84,808+114.2% |
| Participation rate | 87.2% | 64.5%+22.7pp | 69.8%+17.4pp | 68.3%+18.9pp |
| Annual return | 16.05% | 19.12%-3.1pp | 20.50%-4.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $5,681 | $1,920+195.9% | $2,505+126.8% | $2,631+115.9% |
| Participant deferral / active EE | $12,718 | $3,136+305.6% | $4,008+217.3% | $4,212+202.0% |
| Admin fee / account holder | $322 | $5,786-94.4% | $6,956-95.4% | $7,344-95.6% |