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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $67,281 |
ALESCO ADVISORS6 years Filed as: ALESCO ADVISORS LLC Service code 15 · EIN 16-1579300 | Recordkeeping | $38,375 |
ADP BROKER-DEALER6 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 | $24,767 | $47,126-47.4% | $149,673-83.5% | $74,419-66.7% |
| Participation rate | 82.8% | 63.4%+19.4pp | 78.8%+4.1pp | 70.7%+12.1pp |
| Annual return | 17.40% | 22.75%-5.4pp | 134.42%-117.0pp | 34.38%-17.0pp |
| Employer contribution / active EE | $747 | $1,905-60.8% | $4,818-84.5% | $2,637-71.7% |
| Participant deferral / active EE | $2,897 | $2,728+6.2% | $5,680-49.0% | $4,528-36.0% |
| Admin fee / account holder | $144 | $343-58.0% | $13,210-98.9% | $348-58.6% |