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 | $61,360 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,908 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,780 | $185,342-80.7% | $111,297-67.9% | $86,799-58.8% |
| Participation rate | 97.2% | 81.0%+16.2pp | 77.3%+19.9pp | 72.3%+24.9pp |
| Annual return | 13.46% | 500.80%-487.3pp | 54.65%-41.2pp | 97.91%-84.4pp |
| Employer contribution / active EE | $923 | $2,246-58.9% | $2,731-66.2% | $2,405-61.6% |
| Participant deferral / active EE | $3,315 | $4,458-25.6% | $4,487-26.1% | $4,131-19.7% |
| Admin fee / account holder | $158 | $255-38.2% | $7,964-98.0% | $170-6.9% |