Filed October 7, 1997
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 52 · EIN 13-5674085 | Indirect Investment Fees | $64,955 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,615 |
ADP BROKER-DEALER1+ 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 | $54,440 | $72,770-25.2% | $67,652-19.5% | $55,191-1.4% |
| Participation rate | 56.6% | 78.8%-22.1pp | 75.7%-19.0pp | 69.2%-12.5pp |
| Annual return | 110.14% | -3.26%+113.4pp | 6625.04%-6514.9pp | 10.78%+99.4pp |
| Employer contribution / active EE | $597 | $1,769-66.2% | $2,266-73.6% | $1,899-68.5% |
| Participant deferral / active EE | $2,328 | $3,408-31.7% | $3,560-34.6% | $3,046-23.6% |
| Admin fee / account holder | $23 | $79-71.0% | $4,821-99.5% | $91-74.8% |