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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $117,650 |
SPECTRUM INVESTMENT ADVISORS4+ years Service code 15 · EIN 39-1828175 | Recordkeeping | $75,183 |
SEAY & WEISSINGER, LLC1 year Service code 15 · EIN 61-1663588 | Recordkeeping | $25,500 |
MORRIS, MANNING & MARTIN, LLP4+ years Service code 15 · EIN 58-1269995 | Recordkeeping | $12,627 |
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 | $200,447 | $134,045+49.5% | $80,019+150.5% | $75,289+166.2% |
| Participation rate | 94.2% | 85.8%+8.4pp | 75.8%+18.4pp | 72.4%+21.8pp |
| Annual return | -3.95% | -0.56%-3.4pp | 11.22%-15.2pp | -0.04%-3.9pp |
| Employer contribution / active EE | $16,189 | $3,492+363.5% | $2,468+556.0% | $2,405+573.1% |
| Participant deferral / active EE | $14,022 | $4,976+181.8% | $3,686+280.5% | $3,739+275.1% |
| Admin fee / account holder | $108 | $124-12.5% | $6,521-98.3% | $102+6.0% |