Filed July 19, 2013
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 | $6,895 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,117 | $55,453-69.1% | $170,442-90.0% | $62,292-72.5% |
| Participation rate | 84.7% | 66.4%+18.3pp | 83.6%+1.1pp | 69.5%+15.2pp |
| Annual return | 15.80% | 21.38%-5.6pp | 205.93%-190.1pp | 28.90%-13.1pp |
| Employer contribution / active EE | $987 | $2,164-54.4% | $5,433-81.8% | $2,042-51.7% |
| Participant deferral / active EE | $1,387 | $2,303-39.8% | $4,939-71.9% | $3,169-56.2% |
| Admin fee / account holder | $48 | $455-89.4% | $13,880-99.7% | $479-89.9% |