Filed December 27, 1996 (most recent of 2 filings on file)
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 |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,580 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL3+ years Service code 49 198 FRONT STREET · FARMINGTON, ME 04938 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,032 | $79,523-19.5% | $140,016-54.3% | $56,287+13.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -3.72% | 2.39%-6.1pp | 651.12%-654.8pp | -9.96%+6.2pp |
| Employer contribution / active EE | $667 | $3,350-80.1% | $5,606-88.1% | $2,111-68.4% |
| Participant deferral / active EE | $4,450 | $5,129-13.2% | $6,927-35.8% | $3,350+32.9% |
| Admin fee / account holder | $13 | $614-97.9% | $10,705-99.9% | $521-97.5% |