Filed October 18, 2004
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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $23,833 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,220 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $120,163 | $73,638+63.2% | $95,952+25.2% | $73,488+63.5% |
| Participation rate | 87.8% | 76.2%+11.7pp | 77.1%+10.8pp | 70.7%+17.1pp |
| Annual return | 12.17% | 16.78%-4.6pp | 91.61%-79.4pp | 28.51%-16.3pp |
| Employer contribution / active EE | $2,390 | $1,863+28.3% | $2,541-5.9% | $2,270+5.3% |
| Participant deferral / active EE | $3,398 | $3,617-6.1% | $4,167-18.5% | $3,740-9.1% |
| Admin fee / account holder | $158 | $482-67.2% | $6,795-97.7% | $513-69.1% |