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 15 · EIN 13-5674085 | Recordkeeping | $35,706 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,817 |
ADP BROKER-DEALER6+ 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 | $40,566 | $79,519-49.0% | $95,952-57.7% | $73,409-44.7% |
| Participation rate | 97.2% | 81.2%+16.0pp | 77.1%+20.1pp | 72.2%+25.0pp |
| Annual return | 13.83% | 19.20%-5.4pp | 91.61%-77.8pp | 59.29%-45.5pp |
| Employer contribution / active EE | $1,046 | $2,048-48.9% | $2,541-58.8% | $2,234-53.2% |
| Participant deferral / active EE | $3,503 | $4,138-15.3% | $4,167-15.9% | $3,805-7.9% |
| Admin fee / account holder | $60 | $184-67.6% | $6,795-99.1% | $158-62.1% |