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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,510 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL9+ 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 | $73,172 | $122,239-40.1% | $184,203-60.3% | $74,495-1.8% |
| Participation rate | 98.5% | 85.5%+13.0pp | 86.8%+11.6pp | 67.2%+31.3pp |
| Annual return | 14.88% | 19.95%-5.1pp | 28.81%-13.9pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $709 | $4,537-84.4% | $6,427-89.0% | $2,623-73.0% |
| Participant deferral / active EE | $4,904 | $7,139-31.3% | $9,131-46.3% | $4,346+12.9% |
| Admin fee / account holder | $16 | $1,260-98.7% | $13,901-99.9% | $1,942-99.2% |