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 |
|---|---|---|
Service code 15 · EIN 82-1646066 | Recordkeeping | $47,806 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $37,339 |
ADP BROKER-DEALER1 year Filed as: ADP LLC Service code 64 | Recordkeeping Fees | $16,034 |
ADP BROKER-DEALER4+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,291 | $62,267-8.0% | $110,238-48.0% | $55,725+2.8% |
| Participation rate | 47.9% | 78.1%-30.2pp | 79.8%-31.9pp | 70.9%-22.9pp |
| Annual return | -6.75% | -1.07%-5.7pp | 314.74%-321.5pp | 244.93%-251.7pp |
| Employer contribution / active EE | $644 | $1,941-66.8% | $3,826-83.2% | $2,078-69.0% |
| Participant deferral / active EE | $2,559 | $3,516-27.2% | $4,672-45.2% | $3,356-23.7% |
| Admin fee / account holder | $278 | $121+130.1% | $8,547-96.7% | $115+141.6% |