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 |
|---|---|---|
Filed as: PROCYON ADVISORS, LLC Service code 15 · EIN 82-1652002 | Recordkeeping | $50,000 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,776 |
ADP BROKER-DEALER9+ 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 | $85,478 | $91,372-6.5% | $129,995-34.2% | $74,419+14.9% |
| Participation rate | 54.7% | 77.8%-23.1pp | 78.5%-23.8pp | 70.7%-16.0pp |
| Annual return | 17.13% | 23.21%-6.1pp | -137.18%+154.3pp | 34.38%-17.3pp |
| Employer contribution / active EE | $1,566 | $2,563-38.9% | $4,320-63.8% | $2,637-40.6% |
| Participant deferral / active EE | $4,205 | $4,721-10.9% | $5,820-27.7% | $4,528-7.1% |
| Admin fee / account holder | $245 | $283-13.7% | $10,614-97.7% | $348-29.7% |