Filed March 29, 1993
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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $51,496 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,875 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,786 | $44,229-16.8% | $155,790-76.4% | $55,191-33.3% |
| Participation rate | 59.6% | 60.8%-1.2pp | 76.1%-16.5pp | 69.2%-9.6pp |
| Annual return | -1.86% | 0.37%-2.2pp | 71.54%-73.4pp | 10.78%-12.6pp |
| Employer contribution / active EE | $0 | $1,317-100.0% | $3,836-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,740 | $2,851-3.9% | $4,797-42.9% | $3,046-10.1% |
| Admin fee / account holder | $20 | $86-76.6% | $7,478-99.7% | $91-77.8% |