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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $127,605 |
SPECTRUM INVESTMENT ADVISORS5+ years Service code 15 · EIN 39-1828175 | Recordkeeping | $81,572 |
SEAY & WEISSINGER, LLC2 years Service code 15 · EIN 61-1663588 | Recordkeeping | $25,500 |
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 | $237,177 | $96,403+146.0% | $93,606+153.4% | $77,787+204.9% |
| Participation rate | 95.0% | 87.6%+7.4pp | 75.8%+19.2pp | 73.2%+21.8pp |
| Annual return | 24.71% | 39.36%-14.6pp | 32.76%-8.0pp | 32.57%-7.9pp |
| Employer contribution / active EE | $16,662 | $3,616+360.8% | $2,718+513.0% | $2,504+565.3% |
| Participant deferral / active EE | $14,569 | $5,341+172.8% | $4,069+258.1% | $3,967+267.2% |
| Admin fee / account holder | $103 | $90+15.1% | $7,888-98.7% | $100+3.0% |