Filed October 14, 2020
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 |
|---|---|---|
SAGEPOINT FINANCIAL INC2+ years Filed as: SAGEPOINT FINANCIAL, INC. Service code 15 · EIN 20-1741754 | Recordkeeping | $31,634 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,824 |
TD AMERITRADE, INC.2+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $59 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $41,217 | $50,106-17.7% | $70,014-41.1% | $57,658-28.5% |
| Participation rate | 97.4% | 70.9%+26.5pp | 71.8%+25.6pp | 70.2%+27.2pp |
| Annual return | 5.92% | 14.58%-8.7pp | 12.99%-7.1pp | 5.13%+0.8pp |
| Employer contribution / active EE | $2,119 | $1,739+21.8% | $2,338-9.4% | $1,974+7.4% |
| Participant deferral / active EE | $3,088 | $2,486+24.2% | $2,931+5.4% | $3,061+0.9% |
| Admin fee / account holder | $99 | $89+10.7% | $4,380-97.7% | $95+4.4% |