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 | $67,294 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,771 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $33,760 | $73,404-54.0% | $87,100-61.2% | $67,579-50.0% |
| Participation rate | 97.3% | 80.9%+16.4pp | 76.9%+20.4pp | 71.3%+26.0pp |
| Annual return | 20.14% | 48.29%-28.2pp | 28.19%-8.1pp | 378.56%-358.4pp |
| Employer contribution / active EE | $890 | $2,014-55.8% | $2,521-64.7% | $2,148-58.6% |
| Participant deferral / active EE | $2,975 | $3,913-24.0% | $4,049-26.5% | $3,539-15.9% |
| Admin fee / account holder | $19 | $142-86.7% | $7,497-99.7% | $142-86.7% |