Filed June 10, 2008
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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,048 |
EQUITY SERVICES INC4 years Service code 15 · EIN 03-0221141 | Recordkeeping | $18,317 |
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 | $69,733 | $74,706-6.7% | $75,696-7.9% | $79,386-12.2% |
| Participation rate | 91.5% | 75.3%+16.2pp | 74.8%+16.7pp | 70.7%+20.8pp |
| Annual return | 32.19% | 18.52%+13.7pp | 104.53%-72.3pp | 116.85%-84.7pp |
| Employer contribution / active EE | $1,547 | $2,590-40.3% | $2,743-43.6% | $2,427-36.3% |
| Participant deferral / active EE | $7,591 | $3,533+114.8% | $3,821+98.6% | $4,046+87.6% |
| Admin fee / account holder | $282 | $374-24.7% | $3,619-92.2% | $626-55.0% |