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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $155,719 |
LPL FINANCIAL1 year Service code 15 · EIN 04-3046611 | Recordkeeping | $10,000 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $48,290 | $78,852-38.8% | $76,768-37.1% | $75,289-35.9% |
| Participation rate | 99.7% | 85.0%+14.7pp | 77.0%+22.7pp | 72.4%+27.2pp |
| Annual return | -1.58% | -1.29%-0.3pp | 2.43%-4.0pp | -0.04%-1.5pp |
| Employer contribution / active EE | $2,550 | $2,794-8.8% | $2,485+2.6% | $2,405+6.0% |
| Participant deferral / active EE | $3,812 | $4,800-20.6% | $3,852-1.0% | $3,739+2.0% |
| Admin fee / account holder | $110 | $79+38.8% | $6,675-98.4% | $102+7.1% |