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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $140,365 |
SPECTRUM INVESTMENT ADVISORS8+ years Service code 15 · EIN 39-1828175 | Recordkeeping | $89,176 |
MORRIS, MANNING & MARTIN, LLP8+ years Service code 15 · EIN 58-1269995 | Recordkeeping | $20,322 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,061 | $136,266+76.2% | $90,749+164.5% | $77,904+208.1% |
| Participation rate | 96.9% | 86.6%+10.3pp | 75.7%+21.2pp | 73.7%+23.2pp |
| Annual return | -13.09% | -11.32%-1.8pp | -12.16%-0.9pp | 12.21%-25.3pp |
| Employer contribution / active EE | $19,645 | $4,215+366.1% | $2,921+572.6% | $2,848+589.9% |
| Participant deferral / active EE | $17,077 | $6,353+168.8% | $4,564+274.2% | $4,806+255.3% |
| Admin fee / account holder | $88 | $399-77.9% | $8,445-99.0% | $133-33.4% |