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 |
|---|---|---|
GOOD LIFE ADVISORS, LLC7 years Service code 15 · EIN 47-1058535 | Recordkeeping | $42,249 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,745 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,795 | $66,098+8.6% | $101,794-29.5% | $74,304-3.4% |
| Participation rate | 93.9% | 53.8%+40.2pp | 69.2%+24.7pp | 60.3%+33.6pp |
| Annual return | 16.62% | 19.59%-3.0pp | 30.53%-13.9pp | 29.43%-12.8pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,189 | $2,781+86.6% | $4,084+27.1% | $3,767+37.7% |
| Admin fee / account holder | $306 | $4,146-92.6% | $8,777-96.5% | $2,969-89.7% |