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 | $18,301 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,348 |
ADP BROKER-DEALER7+ 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 | $83,018 | $137,414-39.6% | $189,513-56.2% | $85,850-3.3% |
| Participation rate | 71.4% | 84.6%-13.2pp | 87.8%-16.4pp | 69.3%+2.1pp |
| Annual return | 14.96% | 38.14%-23.2pp | 555.15%-540.2pp | 318.53%-303.6pp |
| Employer contribution / active EE | $2,324 | $4,344-46.5% | $6,162-62.3% | $2,565-9.4% |
| Participant deferral / active EE | $10,288 | $6,260+64.4% | $8,221+25.1% | $3,952+160.3% |
| Admin fee / account holder | $162 | $8,630-98.1% | $12,045-98.7% | $6,260-97.4% |