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 | $123,093 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,198 |
ADP BROKER-DEALER8+ 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 | $30,347 | $72,254-58.0% | $86,677-65.0% | $64,808-53.2% |
| Participation rate | 98.2% | 80.4%+17.8pp | 76.6%+21.7pp | 71.5%+26.8pp |
| Annual return | -13.70% | 392.42%-406.1pp | 35.91%-49.6pp | 32.82%-46.5pp |
| Employer contribution / active EE | $1,048 | $2,393-56.2% | $2,836-63.0% | $2,506-58.2% |
| Participant deferral / active EE | $3,843 | $4,658-17.5% | $4,656-17.5% | $4,310-10.8% |
| Admin fee / account holder | $163 | $174-6.1% | $7,493-97.8% | $188-13.0% |