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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,866 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL7+ years Service code 49 325 COLUMBIA TURNPIKE STE 106 · FLORHAM PARK, NJ 07932 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,952 | $102,553-49.3% | $151,611-65.7% | $66,914-22.4% |
| Participation rate | 99.2% | 85.5%+13.7pp | 87.5%+11.8pp | 69.8%+29.4pp |
| Annual return | -13.26% | -10.82%-2.4pp | 3.33%-16.6pp | 1.58%-14.8pp |
| Employer contribution / active EE | $546 | $4,180-87.0% | $6,166-91.2% | $2,544-78.6% |
| Participant deferral / active EE | $3,722 | $6,641-44.0% | $8,363-55.5% | $4,237-12.1% |
| Admin fee / account holder | $12 | $630-98.1% | $11,616-99.9% | $593-98.0% |