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 | $36,326 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,542 |
ADP BROKER-DEALER4+ 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 | $50,304 | $94,529-46.8% | $140,016-64.1% | $64,186-21.6% |
| Participation rate | 83.6% | 84.1%-0.5pp | 87.5%-3.9pp | 69.6%+14.0pp |
| Annual return | -5.80% | 7.77%-13.6pp | 651.12%-656.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,072 | $3,812-45.6% | $5,606-63.0% | $2,381-13.0% |
| Participant deferral / active EE | $5,704 | $5,250+8.6% | $6,927-17.7% | $3,470+64.4% |
| Admin fee / account holder | $20 | $6,741-99.7% | $10,705-99.8% | $4,888-99.6% |