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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.
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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-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,670 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 40 E ALAMAR AVE · SANTA BARBARA, CA 93105 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,201 | $58,083-79.0% | $80,019-84.8% | $56,287-78.3% |
| Participation rate | 80.1% | 73.6%+6.5pp | 75.8%+4.3pp | 69.9%+10.2pp |
| Annual return | -2.70% | 34.61%-37.3pp | 11.22%-13.9pp | -9.96%+7.3pp |
| Employer contribution / active EE | $714 | $1,932-63.0% | $2,468-71.0% | $2,111-66.2% |
| Participant deferral / active EE | $1,856 | $3,135-40.8% | $3,686-49.6% | $3,350-44.6% |
| Admin fee / account holder | $11 | $623-98.3% | $6,521-99.8% | $521-97.9% |