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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $73,773 |
ALESCO ADVISORS3 years Filed as: ALESCO ADVISORS LLC Service code 15 · EIN 16-1579300 | Recordkeeping | $64,113 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $18,050 | $52,293-65.5% | $178,490-89.9% | $73,409-75.4% |
| Participation rate | 86.5% | 65.3%+21.2pp | 81.9%+4.6pp | 72.2%+14.3pp |
| Annual return | 14.33% | 34.75%-20.4pp | 151.07%-136.7pp | 59.29%-45.0pp |
| Employer contribution / active EE | $586 | $1,735-66.2% | $5,011-88.3% | $2,234-73.8% |
| Participant deferral / active EE | $2,174 | $2,332-6.8% | $5,202-58.2% | $3,805-42.9% |
| Admin fee / account holder | $158 | $127+24.5% | $13,984-98.9% | $158+0.4% |