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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,085 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 47-4777055 | 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 | $83,447 | $132,049-36.8% | $200,582-58.4% | $74,304+12.3% |
| Participation rate | 98.5% | 84.1%+14.5pp | 86.9%+11.6pp | 60.3%+38.2pp |
| Annual return | 17.50% | 22.22%-4.7pp | 42.33%-24.8pp | 29.43%-11.9pp |
| Employer contribution / active EE | $742 | $4,558-83.7% | $6,419-88.4% | $2,241-66.9% |
| Participant deferral / active EE | $5,154 | $7,213-28.5% | $9,331-44.8% | $3,767+36.8% |
| Admin fee / account holder | $19 | $2,405-99.2% | $16,305-99.9% | $2,969-99.4% |