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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $57,854 |
Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041 | Recordkeeping | $46,162 |
GECOM CORPORATION2 years Service code 15 · EIN 35-1706912 | Recordkeeping | $15,895 |
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 | $57,831 | $65,118-11.2% | $76,768-24.7% | $55,725+3.8% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.0%+10.5pp | 70.9%+16.6pp |
| Annual return | -4.21% | -1.27%-2.9pp | 2.43%-6.6pp | 244.93%-249.1pp |
| Employer contribution / active EE | $993 | $1,941-48.8% | $2,485-60.0% | $2,078-52.2% |
| Participant deferral / active EE | $2,577 | $3,688-30.1% | $3,852-33.1% | $3,356-23.2% |
| Admin fee / account holder | $211 | $116+82.1% | $6,675-96.8% | $115+83.2% |