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 | $61,980 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,631 |
ADP BROKER-DEALER9+ 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 | $36,421 | $99,078-63.2% | $96,544-62.3% | $74,419-51.1% |
| Participation rate | 98.2% | 80.7%+17.5pp | 76.0%+22.2pp | 70.7%+27.5pp |
| Annual return | 17.10% | 22.48%-5.4pp | 25.84%-8.7pp | 34.38%-17.3pp |
| Employer contribution / active EE | $1,141 | $2,570-55.6% | $2,965-61.5% | $2,637-56.7% |
| Participant deferral / active EE | $4,072 | $4,933-17.5% | $4,851-16.1% | $4,528-10.1% |
| Admin fee / account holder | $171 | $225-24.0% | $8,252-97.9% | $348-50.9% |