Filed September 21, 1992
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 5-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-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,225 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,874 | $54,590-34.3% | $81,930-56.2% | $73,488-51.2% |
| Participation rate | 98.6% | 68.3%+30.3pp | 72.0%+26.6pp | 70.7%+27.9pp |
| Annual return | 0.00% | 17.74%-17.7pp | 29.49%-29.5pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,881 | $1,636+15.0% | $4,310-56.3% | $2,270-17.1% |
| Participant deferral / active EE | $2,997 | $2,759+8.6% | $7,107-57.8% | $3,740-19.9% |
| Admin fee / account holder | $27 | $592-95.5% | $5,158-99.5% | $513-94.8% |