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 | $31,678 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $22,653 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,841 | $109,359-44.4% | $162,163-62.5% | $72,985-16.6% |
| Participation rate | 82.4% | 84.3%-1.9pp | 87.6%-5.2pp | 69.5%+12.9pp |
| Annual return | 25.37% | 25.46%-0.1pp | 115.59%-90.2pp | 81.00%-55.6pp |
| Employer contribution / active EE | $2,494 | $3,907-36.2% | $5,614-55.6% | $2,440+2.2% |
| Participant deferral / active EE | $7,766 | $5,481+41.7% | $7,298+6.4% | $3,607+115.3% |
| Admin fee / account holder | $199 | $7,972-97.5% | $10,843-98.2% | $5,124-96.1% |