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 |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS3 years Service code 15 · EIN 39-1828175 | Recordkeeping | $34,026 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $33,781 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $299,227 | $74,347+302.5% | $93,606+219.7% | $67,579+342.8% |
| Participation rate | 98.1% | 80.6%+17.5pp | 75.8%+22.3pp | 71.3%+26.8pp |
| Annual return | 21.42% | 28.07%-6.7pp | 32.76%-11.3pp | 378.56%-357.1pp |
| Employer contribution / active EE | $12,060 | $2,583+366.9% | $2,718+343.7% | $2,148+461.5% |
| Participant deferral / active EE | $8,730 | $4,060+115.0% | $4,069+114.6% | $3,539+146.7% |
| Admin fee / account holder | $300 | $123+144.9% | $7,888-96.2% | $142+111.1% |