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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,423 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $6,035 |
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 | $26,421 | $63,764-58.6% | $81,930-67.8% | $79,858-66.9% |
| Participation rate | 64.4% | 67.5%-3.1pp | 72.0%-7.6pp | 69.6%-5.2pp |
| Annual return | 12.69% | 22.66%-10.0pp | 29.49%-16.8pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,675 | $1,795-6.7% | $4,310-61.1% | $2,471-32.2% |
| Participant deferral / active EE | $2,275 | $2,780-18.2% | $7,107-68.0% | $3,740-39.2% |
| Admin fee / account holder | $256 | $4,426-94.2% | $5,158-95.0% | $5,306-95.2% |