Filed October 19, 2006
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 8-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 | $15,607 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $5,610 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,120 | $58,927-62.5% | $76,817-71.2% | $72,985-69.7% |
| Participation rate | 57.4% | 67.3%-9.9pp | 72.1%-14.6pp | 69.5%-12.0pp |
| Annual return | 22.11% | 2305.64%-2283.5pp | 1166.11%-1144.0pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,102 | $1,787-38.3% | $2,302-52.1% | $2,440-54.8% |
| Participant deferral / active EE | $1,395 | $2,690-48.2% | $3,336-58.2% | $3,607-61.3% |
| Admin fee / account holder | $265 | $4,013-93.4% | $6,420-95.9% | $5,124-94.8% |