Filed December 18, 2014 (most recent of 2 filings on file)
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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $21,345 |
DEAM DISTRIBUTORS, INC.1 year Filed as: DEAM TRUST COMPANY Service code 99 | Other Fees | $1,750 |
TD AMERITRADE, INC.2+ years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $821 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DEAM DISTRIBUTORS, INC.1 year Service code 63 · EIN 36-3976708 | 12b-1 Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,205 | $80,354+3.5% | $133,980-37.9% | $63,975+30.1% |
| Participation rate | 93.2% | 87.5%+5.7pp | 87.1%+6.2pp | 71.1%+22.1pp |
| Annual return | 11.16% | 13.11%-1.9pp | 29.30%-18.1pp | 48.65%-37.5pp |
| Employer contribution / active EE | $3,934 | $3,503+12.3% | $5,211-24.5% | $2,182+80.3% |
| Participant deferral / active EE | $4,779 | $5,239-8.8% | $6,282-23.9% | $3,356+42.4% |
| Admin fee / account holder | $15 | $69-78.8% | $9,324-99.8% | $70-79.1% |