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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $69,905 |
ALESCO ADVISORS5 years Filed as: ALESCO ADVISORS LLC Service code 15 · EIN 16-1579300 | Recordkeeping | $37,330 |
ADP BROKER-DEALER5 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 | $20,338 | $46,292-56.1% | $143,757-85.9% | $64,808-68.6% |
| Participation rate | 83.6% | 64.2%+19.3pp | 80.3%+3.2pp | 71.5%+12.1pp |
| Annual return | -16.49% | -10.05%-6.4pp | -0.04%-16.4pp | 32.82%-49.3pp |
| Employer contribution / active EE | $700 | $1,910-63.3% | $4,951-85.9% | $2,506-72.1% |
| Participant deferral / active EE | $2,725 | $2,646+3.0% | $5,637-51.7% | $4,310-36.8% |
| Admin fee / account holder | $147 | $154-4.3% | $14,673-99.0% | $188-21.7% |