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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $77,485 |
ALESCO ADVISORS4 years Filed as: ALESCO ADVISORS LLC Service code 15 · EIN 16-1579300 | Recordkeeping | $49,428 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,318 | $56,485-58.7% | $185,823-87.5% | $86,799-73.1% |
| Participation rate | 87.1% | 65.5%+21.6pp | 81.7%+5.4pp | 72.3%+14.8pp |
| Annual return | 13.88% | 118.04%-104.2pp | 122.05%-108.2pp | 97.91%-84.0pp |
| Employer contribution / active EE | $737 | $1,843-60.0% | $5,167-85.7% | $2,405-69.4% |
| Participant deferral / active EE | $2,776 | $2,553+8.7% | $5,568-50.1% | $4,131-32.8% |
| Admin fee / account holder | $165 | $150+10.0% | $16,237-99.0% | $170-2.9% |