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 | $75,111 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,811 |
ADP BROKER-DEALER9+ 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 | $27,584 | $49,808-44.6% | $95,745-71.2% | $74,419-62.9% |
| Participation rate | 87.4% | 66.6%+20.9pp | 72.3%+15.2pp | 70.7%+16.7pp |
| Annual return | 35.03% | 24.91%+10.1pp | 28.35%+6.7pp | 34.38%+0.7pp |
| Employer contribution / active EE | $825 | $1,639-49.7% | $2,835-70.9% | $2,637-68.7% |
| Participant deferral / active EE | $3,868 | $3,739+3.4% | $4,245-8.9% | $4,528-14.6% |
| Admin fee / account holder | $109 | $311-64.9% | $5,678-98.1% | $348-68.6% |