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 | $63,022 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,320 |
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.
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 | $55,944 | $69,305-19.3% | $82,313-32.0% | $69,631-19.7% |
| Participation rate | 61.8% | 80.3%-18.4pp | 76.9%-15.1pp | 70.7%-8.9pp |
| Annual return | 14.00% | 21.47%-7.5pp | 25.88%-11.9pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $682 | $1,887-63.8% | $2,428-71.9% | $2,032-66.4% |
| Participant deferral / active EE | $2,396 | $3,568-32.9% | $3,706-35.4% | $3,224-25.7% |
| Admin fee / account holder | $20 | $97-79.4% | $5,608-99.6% | $110-81.9% |