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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $148,665 |
SMITH & HOWARD, PC1 year Filed as: SMITH & HOWARD, PC. Service code 15 · EIN 58-1250456 | Recordkeeping | $15,500 |
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 | $49,888 | $80,211-37.8% | $74,183-32.8% | $63,975-22.0% |
| Participation rate | 99.0% | 84.2%+14.8pp | 76.6%+22.4pp | 71.1%+27.8pp |
| Annual return | 8.06% | 14.13%-6.1pp | 17.74%-9.7pp | 48.65%-40.6pp |
| Employer contribution / active EE | $2,460 | $2,553-3.7% | $2,370+3.8% | $2,182+12.7% |
| Participant deferral / active EE | $3,325 | $4,370-23.9% | $3,550-6.3% | $3,356-1.0% |
| Admin fee / account holder | $129 | $67+92.4% | $5,586-97.7% | $70+83.6% |