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 | $38,391 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,125 |
ADP BROKER-DEALER10+ 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 | $167,140 | $64,517+159.1% | $81,438+105.2% | $80,874+106.7% |
| Participation rate | 81.2% | 63.9%+17.3pp | 69.5%+11.6pp | 67.6%+13.5pp |
| Annual return | 18.57% | 16.35%+2.2pp | 24.74%-6.2pp | 35.62%-17.0pp |
| Employer contribution / active EE | $5,264 | $1,982+165.6% | $2,460+114.0% | $2,756+91.0% |
| Participant deferral / active EE | $11,720 | $3,096+278.6% | $3,883+201.8% | $4,297+172.8% |
| Admin fee / account holder | $376 | $5,677-93.4% | $5,764-93.5% | $6,935-94.6% |