Filed May 2, 2007 (most recent of 4 filings on file)
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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP Service code 49 MAILSTOP #580 · FLORHAM PARK, NJ 07932 | Other Services | $68,001 |
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 15 · EIN 20-4751585 | Recordkeeping | $39,467 |
Filed as: BEERS, HAMERMAN COHEN & BURGER, P.C Service code 15 · EIN 47-2517893 | Recordkeeping | $10,600 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,257 |
DEAM DISTRIBUTORS, INC.1 year Filed as: DEAM TRUST COMPANY Service code 99 | Other Fees | $1,750 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DEAM DISTRIBUTORS, INC.1 year Service code 63 · EIN 36-3976708 | 12b-1 Fees | $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 | $99,781 | $63,905+56.1% | $74,183+34.5% | $57,658+73.1% |
| Participation rate | 84.7% | 79.8%+5.0pp | 76.6%+8.1pp | 70.2%+14.5pp |
| Annual return | 8.21% | 60.60%-52.4pp | 17.74%-9.5pp | 5.13%+3.1pp |
| Employer contribution / active EE | $1,223 | $1,840-33.5% | $2,370-48.4% | $1,974-38.0% |
| Participant deferral / active EE | $5,287 | $3,448+53.3% | $3,550+48.9% | $3,061+72.7% |
| Admin fee / account holder | $122 | $91+33.7% | $5,586-97.8% | $95+28.8% |