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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,584 |
Filed as: PROCYON ADVISORS, LLC Service code 15 · EIN 82-1652002 | Recordkeeping | $37,397 |
Service code 15 · EIN 82-1597862 | Recordkeeping | $12,602 |
ADP BROKER-DEALER8+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,635 | $71,142-0.7% | $119,609-40.9% | $64,808+9.0% |
| Participation rate | 60.5% | 78.6%-18.1pp | 79.3%-18.7pp | 71.5%-11.0pp |
| Annual return | -16.35% | -10.01%-6.3pp | -14.97%-1.4pp | 32.82%-49.2pp |
| Employer contribution / active EE | $1,495 | $2,497-40.1% | $4,232-64.7% | $2,506-40.3% |
| Participant deferral / active EE | $4,350 | $4,490-3.1% | $5,602-22.3% | $4,310+0.9% |
| Admin fee / account holder | $245 | $162+51.4% | $10,323-97.6% | $188+30.7% |