Filed November 8, 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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $48,746 |
401K ADVISORS INC2 years Service code 15 · EIN 33-0905143 | Recordkeeping | $30,000 |
KREISCHER MILLER6 years Service code 10 · EIN 23-1980475 | Accounting | $17,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,566 | $40,385+2.9% | $80,569-48.4% | $74,419-44.1% |
| Participation rate | 55.5% | 47.4%+8.0pp | 67.0%-11.5pp | 70.7%-15.3pp |
| Annual return | 30.51% | 164.85%-134.3pp | 935.43%-904.9pp | 34.38%-3.9pp |
| Employer contribution / active EE | $2,662 | $1,496+77.9% | $2,723-2.3% | $2,637+0.9% |
| Participant deferral / active EE | $6,034 | $2,674+125.6% | $4,447+35.7% | $4,528+33.3% |
| Admin fee / account holder | $198 | $720-72.4% | $5,377-96.3% | $348-43.0% |