Filed June 28, 2006
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 |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $147,808 |
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 | $44,185 | $71,957-38.6% | $67,652-34.7% | $59,188-25.3% |
| Participation rate | 98.5% | 82.7%+15.9pp | 75.7%+22.9pp | 69.4%+29.1pp |
| Annual return | 1.90% | 8.53%-6.6pp | 6625.04%-6623.1pp | 5.51%-3.6pp |
| Employer contribution / active EE | $1,703 | $2,432-30.0% | $2,266-24.8% | $2,098-18.8% |
| Participant deferral / active EE | $3,135 | $4,211-25.6% | $3,560-11.9% | $3,265-4.0% |
| Admin fee / account holder | $114 | $64+77.5% | $4,821-97.6% | $92+23.5% |