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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,490 |
EQUITY SERVICES INC6 years Service code 15 · EIN 03-0221141 | Recordkeeping | $23,648 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,569 | $65,557-15.2% | $64,056-13.3% | $71,457-22.2% |
| Participation rate | 99.2% | 73.2%+26.1pp | 72.3%+26.9pp | 67.9%+31.3pp |
| Annual return | 12.48% | 18.94%-6.5pp | 33.69%-21.2pp | 28.85%-16.4pp |
| Employer contribution / active EE | $614 | $2,669-77.0% | $2,747-77.6% | $2,588-76.3% |
| Participant deferral / active EE | $9,098 | $3,626+150.9% | $3,880+134.5% | $4,289+112.1% |
| Admin fee / account holder | $286 | $616-53.6% | $3,068-90.7% | $1,587-82.0% |