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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $128,405 |
SMITH & HOWARD, PC1 year Service code 15 · EIN 58-1250486 | Recordkeeping | $13,400 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,405 | $88,730-35.3% | $82,313-30.3% | $77,958-26.4% |
| Participation rate | 99.2% | 84.5%+14.7pp | 76.9%+22.3pp | 71.6%+27.6pp |
| Annual return | 14.38% | 20.88%-6.5pp | 25.88%-11.5pp | 20.87%-6.5pp |
| Employer contribution / active EE | $2,693 | $2,758-2.4% | $2,428+10.9% | $2,310+16.5% |
| Participant deferral / active EE | $4,010 | $4,634-13.5% | $3,706+8.2% | $3,537+13.4% |
| Admin fee / account holder | $109 | $74+46.8% | $5,608-98.1% | $97+11.5% |