Filed January 13, 2003
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 52 · EIN 13-5674085 | Indirect Investment Fees | $36,298 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,460 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,856 | $100,041-47.2% | $149,718-64.7% | $70,131-24.6% |
| Participation rate | 66.3% | 83.6%-17.3pp | 87.1%-20.8pp | 69.5%-3.3pp |
| Annual return | 18.51% | 27.43%-8.9pp | 1501.63%-1483.1pp | 73.14%-54.6pp |
| Employer contribution / active EE | $1,304 | $3,662-64.4% | $5,445-76.1% | $2,342-44.3% |
| Participant deferral / active EE | $6,125 | $4,983+22.9% | $6,569-6.8% | $3,332+83.8% |
| Admin fee / account holder | $26 | $8,286-99.7% | $11,283-99.8% | $4,645-99.4% |