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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $158,600 |
SPECTRUM INVESTMENT ADVISORS3+ years Service code 15 · EIN 39-1828175 | Recordkeeping | $147,432 |
SEAY & WEISSINGER, LLC3+ years Filed as: SUTE SEAY, LLC Service code 15 · EIN 61-1663588 | Recordkeeping | $25,500 |
MORRIS, MANNING & MARTIN, LLP3+ years Service code 15 · EIN 58-1269995 | Recordkeeping | $9,893 |
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 | $217,148 | $90,410+140.2% | $91,001+138.6% | $77,958+178.5% |
| Participation rate | 95.8% | 86.4%+9.4pp | 75.6%+20.2pp | 71.6%+24.1pp |
| Annual return | 18.90% | 21.34%-2.4pp | 4.60%+14.3pp | 20.87%-2.0pp |
| Employer contribution / active EE | $16,441 | $3,392+384.8% | $2,456+569.5% | $2,310+611.6% |
| Participant deferral / active EE | $14,533 | $4,816+201.8% | $3,547+309.7% | $3,537+310.9% |
| Admin fee / account holder | $137 | $79+72.9% | $5,417-97.5% | $97+40.2% |