Filed May 17, 2008
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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,938 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 60 SOUTH CHESTNUT STREET · AUGUSTA, ME 04330 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,409 | $49,138+18.9% | $84,015-30.5% | $65,185-10.4% |
| Participation rate | 81.6% | 60.7%+20.8pp | 69.0%+12.6pp | 70.2%+11.4pp |
| Annual return | 21.48% | 23.00%-1.5pp | 71.31%-49.8pp | 29.38%-7.9pp |
| Employer contribution / active EE | $68 | $914-92.6% | $1,983-96.6% | $2,177-96.9% |
| Participant deferral / active EE | $2,479 | $2,397+3.4% | $3,239-23.5% | $3,514-29.4% |
| Admin fee / account holder | $11 | $543-98.0% | $6,101-99.8% | $847-98.7% |