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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $77,604 |
Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041 | Recordkeeping | $49,500 |
GECOM CORPORATION1 year Service code 15 · EIN 35-1706912 | Recordkeeping | $18,571 |
ADP BROKER-DEALER3+ 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 | $62,112 | $69,305-10.4% | $82,313-24.5% | $69,631-10.8% |
| Participation rate | 89.0% | 80.3%+8.7pp | 76.9%+12.1pp | 70.7%+18.3pp |
| Annual return | 16.69% | 21.47%-4.8pp | 25.88%-9.2pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $928 | $1,887-50.8% | $2,428-61.8% | $2,032-54.3% |
| Participant deferral / active EE | $2,243 | $3,568-37.2% | $3,706-39.5% | $3,224-30.4% |
| Admin fee / account holder | $214 | $97+119.8% | $5,608-96.2% | $110+93.4% |