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 | $58,241 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,733 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $19,301 | $42,901-55.0% | $91,220-78.8% | $64,808-70.2% |
| Participation rate | 92.0% | 68.1%+23.8pp | 73.2%+18.8pp | 71.5%+20.5pp |
| Annual return | -2.51% | -13.53%+11.0pp | 114.01%-116.5pp | 32.82%-35.3pp |
| Employer contribution / active EE | $738 | $1,571-53.0% | $2,850-74.1% | $2,506-70.5% |
| Participant deferral / active EE | $3,291 | $3,501-6.0% | $4,234-22.3% | $4,310-23.6% |
| Admin fee / account holder | $73 | $131-44.7% | $5,420-98.7% | $188-61.4% |