Filed September 20, 2001
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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $95,214 |
DEUTSCHE BANK SECURITIES INC.2+ years Service code 15 · EIN 13-2730828 | Recordkeeping | $76,964 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $46,212 | $63,905-27.7% | $74,183-37.7% | $57,658-19.9% |
| Participation rate | 83.6% | 79.8%+3.9pp | 76.6%+7.0pp | 70.2%+13.4pp |
| Annual return | 8.25% | 60.60%-52.4pp | 17.74%-9.5pp | 5.13%+3.1pp |
| Employer contribution / active EE | $701 | $1,840-61.9% | $2,370-70.4% | $1,974-64.5% |
| Participant deferral / active EE | $1,635 | $3,448-52.6% | $3,550-53.9% | $3,061-46.6% |
| Admin fee / account holder | $204 | $91+124.2% | $5,586-96.3% | $95+116.0% |