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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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,225 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 1850 GATEWAY DR · SAN MATEO, CA 94404 | Other Services | $0 |
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 | $37,439 | $63,924-41.4% | $108,579-65.5% | $55,167-32.1% |
| Participation rate | 91.2% | 74.3%+16.8pp | 79.6%+11.6pp | 69.0%+22.2pp |
| Annual return | 9.43% | 15.31%-5.9pp | -51.70%+61.1pp | 169.23%-159.8pp |
| Employer contribution / active EE | $5,877 | $1,879+212.7% | $3,758+56.4% | $1,963+199.4% |
| Participant deferral / active EE | $12,357 | $3,067+302.9% | $4,311+186.6% | $3,054+304.6% |
| Admin fee / account holder | $13 | $618-97.8% | $7,645-99.8% | $504-97.3% |