Filed November 7, 2005 (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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $81,926 |
ALESCO ADVISORS2 years Filed as: ALESCO ADVISORS LLC Service code 15 · EIN 16-1579300 | Recordkeeping | $29,010 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,855 | $62,928-78.0% | $172,739-92.0% | $67,579-79.5% |
| Participation rate | 86.0% | 64.5%+21.5pp | 82.6%+3.3pp | 71.3%+14.7pp |
| Annual return | 22.45% | 30.36%-7.9pp | 802.84%-780.4pp | 378.56%-356.1pp |
| Employer contribution / active EE | $421 | $1,636-74.3% | $5,143-91.8% | $2,148-80.4% |
| Participant deferral / active EE | $1,622 | $2,145-24.4% | $5,198-68.8% | $3,539-54.2% |
| Admin fee / account holder | $114 | $167-31.9% | $13,954-99.2% | $142-20.2% |