Filed July 12, 2012 (most recent of 2 filings on file)
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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,160 |
Service code 15 · EIN 39-1828175 | Recordkeeping | $5,993 |
DEAM DISTRIBUTORS, INC.1 year Filed as: DEAM TRUST COMPANY Service code 99 | Other Fees | $1,750 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DEAM DISTRIBUTORS, INC.1 year Filed as: DEAM DISTRIBUTORS, INC Service code 63 · EIN 36-3976708 | 12b-1 Fees | $0 |
DEAM DISTRIBUTORS, INC.2+ years Service code 63 | 12b-1 Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $286,505 | $63,299+352.6% | $91,001+214.8% | $62,292+359.9% |
| Participation rate | 99.6% | 73.3%+26.3pp | 75.6%+24.0pp | 69.5%+30.1pp |
| Annual return | 15.15% | 20.99%-5.8pp | 4.60%+10.6pp | 28.90%-13.7pp |
| Employer contribution / active EE | $13,258 | $1,807+633.8% | $2,456+439.9% | $2,042+549.2% |
| Participant deferral / active EE | $9,484 | $2,943+222.3% | $3,547+167.4% | $3,169+199.3% |
| Admin fee / account holder | $51 | $468-89.0% | $5,417-99.1% | $479-89.3% |