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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $27,923 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,562 | $62,928-91.2% | $172,739-96.8% | $67,579-91.8% |
| Participation rate | 87.0% | 64.5%+22.5pp | 82.6%+4.3pp | 71.3%+15.7pp |
| Annual return | 7.12% | 30.36%-23.2pp | 802.84%-795.7pp | 378.56%-371.4pp |
| Employer contribution / active EE | $608 | $1,636-62.8% | $5,143-88.2% | $2,148-71.7% |
| Participant deferral / active EE | $724 | $2,145-66.2% | $5,198-86.1% | $3,539-79.5% |
| Admin fee / account holder | $43 | $167-74.0% | $13,954-99.7% | $142-69.6% |