Filed December 8, 2016 (most recent of 2 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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $29,720 |
Filed as: SAGE RUTTY & CO., INC. Service code 15 · EIN 16-0620690 | Recordkeeping | $16,595 |
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 | $31,883 | $47,977-33.5% | $154,107-79.3% | $56,287-43.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | 20.73% | 3.54%+17.2pp | 735.12%-714.4pp | -9.96%+30.7pp |
| Employer contribution / active EE | $2,011 | $2,169-7.3% | $5,298-62.0% | $2,111-4.7% |
| Participant deferral / active EE | $4,981 | $2,392+108.3% | $5,081-2.0% | $3,350+48.7% |
| Admin fee / account holder | $157 | $438-64.2% | $13,411-98.8% | $521-69.9% |