Filed January 2, 2014
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 |
|---|---|---|
Service code 15 · EIN 20-8167191 | Recordkeeping | $7,305 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $400 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $52,019 | $63,924-18.6% | $108,579-52.1% | $55,167-5.7% |
| Participation rate | 73.4% | 74.3%-1.0pp | 79.6%-6.2pp | 69.0%+4.4pp |
| Annual return | 8.75% | 15.31%-6.6pp | -51.70%+60.4pp | 169.23%-160.5pp |
| Employer contribution / active EE | $2,137 | $1,879+13.7% | $3,758-43.1% | $1,963+8.9% |
| Participant deferral / active EE | $3,900 | $3,067+27.2% | $4,311-9.5% | $3,054+27.7% |
| Admin fee / account holder | $147 | $618-76.2% | $7,645-98.1% | $504-70.8% |