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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,007 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 17028 N BOSWELL BLVD · SUN CITY, AZ 85373 | 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,024 | $59,263+30.0% | $96,562-20.2% | $79,386-3.0% |
| Participation rate | 78.4% | 61.9%+16.5pp | 69.8%+8.5pp | 70.7%+7.6pp |
| Annual return | 15.41% | 27.07%-11.7pp | 37.78%-22.4pp | 116.85%-101.4pp |
| Employer contribution / active EE | $99 | $1,216-91.9% | $2,356-95.8% | $2,427-95.9% |
| Participant deferral / active EE | $3,429 | $2,948+16.3% | $3,849-10.9% | $4,046-15.2% |
| Admin fee / account holder | $11 | $658-98.3% | $6,181-99.8% | $626-98.2% |