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 | $52,019 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,932 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,281 | $55,125-43.3% | $109,895-71.5% | $86,799-64.0% |
| Participation rate | 93.9% | 70.1%+23.8pp | 74.2%+19.7pp | 72.3%+21.6pp |
| Annual return | 12.47% | 26.20%-13.7pp | 29.45%-17.0pp | 97.91%-85.4pp |
| Employer contribution / active EE | $917 | $1,558-41.1% | $2,842-67.7% | $2,405-61.9% |
| Participant deferral / active EE | $4,290 | $3,337+28.6% | $4,048+6.0% | $4,131+3.9% |
| Admin fee / account holder | $104 | $141-26.0% | $6,066-98.3% | $170-38.5% |