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 | $67,008 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,284 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $34,392 | $65,118-47.2% | $76,768-55.2% | $55,725-38.3% |
| Participation rate | 96.4% | 79.6%+16.8pp | 77.0%+19.4pp | 70.9%+25.5pp |
| Annual return | -6.67% | -1.27%-5.4pp | 2.43%-9.1pp | 244.93%-251.6pp |
| Employer contribution / active EE | $682 | $1,941-64.9% | $2,485-72.6% | $2,078-67.2% |
| Participant deferral / active EE | $2,767 | $3,688-25.0% | $3,852-28.2% | $3,356-17.5% |
| Admin fee / account holder | $10 | $116-91.5% | $6,675-99.9% | $115-91.4% |