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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,200 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL8+ years Service code 49 325 COLUMBIA TURNPIKE STE 106 · FLORHAM PARK, NJ 07932 | Other Services | $0 |
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 | $64,195 | $130,194-50.7% | $169,993-62.2% | $71,457-10.2% |
| Participation rate | 98.4% | 86.1%+12.3pp | 87.0%+11.5pp | 67.9%+30.5pp |
| Annual return | 21.49% | 20.37%+1.1pp | 53.37%-31.9pp | 28.85%-7.4pp |
| Employer contribution / active EE | $616 | $4,381-85.9% | $6,785-90.9% | $2,588-76.2% |
| Participant deferral / active EE | $4,176 | $6,923-39.7% | $10,408-59.9% | $4,289-2.6% |
| Admin fee / account holder | $8 | $966-99.2% | $12,815-99.9% | $1,587-99.5% |