Filed May 7, 2012 (most recent of 4 filings on file)
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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,324 |
GOOD LIFE ADVISORS, LLC6 years Service code 15 · EIN 47-1058535 | Recordkeeping | $39,581 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $62,530 | $59,402+5.3% | $93,654-33.2% | $74,546-16.1% |
| Participation rate | 95.4% | 59.7%+35.8pp | 68.7%+26.7pp | 67.2%+28.2pp |
| Annual return | 10.00% | 81.86%-71.9pp | 133.34%-123.3pp | 1366.03%-1356.0pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,421-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $5,379 | $3,049+76.4% | $4,413+21.9% | $4,347+23.7% |
| Admin fee / account holder | $316 | $3,023-89.5% | $8,282-96.2% | $1,944-83.7% |