Filed April 12, 2007
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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $24,476 |
Service code 15 · EIN 82-1646066 | Recordkeeping | $21,806 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $19,811 |
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.
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 | $71,335 | $71,666-0.5% | $117,854-39.5% | $69,631+2.4% |
| Participation rate | 44.9% | 77.5%-32.6pp | 79.7%-34.8pp | 70.7%-25.8pp |
| Annual return | 15.42% | 18.86%-3.4pp | 335.08%-319.7pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $638 | $1,889-66.2% | $3,786-83.2% | $2,032-68.6% |
| Participant deferral / active EE | $2,545 | $3,340-23.8% | $4,482-43.2% | $3,224-21.1% |
| Admin fee / account holder | $245 | $120+103.5% | $8,020-96.9% | $110+121.7% |