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-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $142,841 |
SPECTRUM INVESTMENT ADVISORS1+ years Service code 15 · EIN 39-1828175 | Recordkeeping | $125,883 |
MORRIS, MANNING & MARTIN, LLP1+ years Service code 15 · EIN 58-1269995 | Recordkeeping | $33,546 |
SEAY & WEISSINGER, LLC1+ years Filed as: SUTE SEAY, LLC Service code 15 · EIN 61-1663588 | Recordkeeping | $25,504 |
Service code 15 · EIN 93-1098102 | Recordkeeping | $13,000 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $126,651 | $81,321+55.7% | $68,509+84.9% | $59,188+114.0% |
| Participation rate | 78.6% | 83.8%-5.2pp | 74.7%+3.9pp | 69.4%+9.2pp |
| Annual return | 1.20% | 4.65%-3.4pp | 8.27%-7.1pp | 5.51%-4.3pp |
| Employer contribution / active EE | $12,884 | $3,297+290.8% | $2,278+465.6% | $2,098+514.1% |
| Participant deferral / active EE | $12,508 | $4,592+172.4% | $3,382+269.8% | $3,265+283.1% |
| Admin fee / account holder | $117 | $62+89.6% | $5,275-97.8% | $92+26.9% |