Filed November 8, 2014
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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $30,363 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $26,123 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,984 | $44,734-57.6% | $99,443-80.9% | $67,579-71.9% |
| Participation rate | 92.6% | 66.2%+26.4pp | 73.8%+18.8pp | 71.3%+21.3pp |
| Annual return | 29.16% | 32.45%-3.3pp | 30.72%-1.6pp | 378.56%-349.4pp |
| Employer contribution / active EE | $717 | $1,261-43.1% | $2,540-71.8% | $2,148-66.6% |
| Participant deferral / active EE | $3,366 | $2,731+23.2% | $3,619-7.0% | $3,539-4.9% |
| Admin fee / account holder | $51 | $120-57.6% | $6,250-99.2% | $142-64.4% |