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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $148,419 |
SPECTRUM INVESTMENT ADVISORS9+ years Service code 15 · EIN 39-1828175 | Recordkeeping | $95,794 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,851 | $104,631+175.1% | $98,439+192.4% | $80,160+259.1% |
| Participation rate | 96.8% | 87.5%+9.3pp | 75.2%+21.7pp | 72.9%+23.9pp |
| Annual return | 18.94% | 34.72%-15.8pp | 21.16%-2.2pp | 40.38%-21.4pp |
| Employer contribution / active EE | $21,320 | $4,517+372.0% | $3,048+599.5% | $2,978+616.0% |
| Participant deferral / active EE | $18,669 | $6,545+185.2% | $4,738+294.0% | $5,017+272.1% |
| Admin fee / account holder | $84 | $105-19.4% | $8,948-99.1% | $145-41.7% |