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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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,333 |
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).
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 | $26,904 | $81,208-66.9% | $98,907-72.8% | $79,858-66.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 16.72% | 60.99%-44.3pp | 196.43%-179.7pp | 31.71%-15.0pp |
| Employer contribution / active EE | $3,382 | $1,960+72.6% | $2,689+25.8% | $2,471+36.9% |
| Participant deferral / active EE | $6,117 | $3,265+87.4% | $4,244+44.1% | $3,740+63.6% |
| Admin fee / account holder | $29 | $6,013-99.5% | $6,642-99.6% | $5,306-99.5% |