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 ADVISORS4 years Service code 15 · EIN 39-1828175 | Recordkeeping | $35,401 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,200 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $303,167 | $85,135+256.1% | $98,907+206.5% | $73,409+313.0% |
| Participation rate | 98.5% | 81.1%+17.4pp | 76.0%+22.5pp | 72.2%+26.3pp |
| Annual return | 12.40% | 19.14%-6.7pp | 196.43%-184.0pp | 59.29%-46.9pp |
| Employer contribution / active EE | $12,610 | $2,721+363.4% | $2,689+369.0% | $2,234+464.5% |
| Participant deferral / active EE | $9,377 | $4,349+115.6% | $4,244+120.9% | $3,805+146.4% |
| Admin fee / account holder | $289 | $139+107.4% | $6,642-95.7% | $158+82.9% |