Filed January 10, 2019 (most recent of 3 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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $250,440 |
SPECTRUM INVESTMENT ADVISORS10+ years Service code 15 · EIN 39-1828175 | Recordkeeping | $96,598 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $335,280 | $112,623+197.7% | $106,213+215.7% | $199,593+68.0% |
| Participation rate | 94.4% | 86.2%+8.1pp | 75.3%+19.1pp | 72.0%+22.4pp |
| Annual return | 15.83% | 15.57%+0.3pp | 116.14%-100.3pp | 34.25%-18.4pp |
| Employer contribution / active EE | $22,134 | $4,575+383.8% | $3,171+597.9% | $3,034+629.5% |
| Participant deferral / active EE | $19,797 | $6,659+197.3% | $5,016+294.7% | $5,087+289.2% |
| Admin fee / account holder | $86 | $107-19.9% | $11,033-99.2% | $269-68.1% |