Filed May 22, 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 |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 12 · EIN 23-3038464 | Participant communication; Recordkeep... | $12,827 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,471 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,118 | $79,694-78.5% | $96,139-82.2% | $79,386-78.4% |
| Participation rate | 92.5% | 54.0%+38.5pp | 68.4%+24.1pp | 70.7%+21.8pp |
| Annual return | 11.12% | 40.84%-29.7pp | 191.94%-180.8pp | 116.85%-105.7pp |
| Employer contribution / active EE | $1,150 | $1,443-20.3% | $2,797-58.9% | $2,427-52.6% |
| Participant deferral / active EE | $3,902 | $2,539+53.7% | $4,349-10.3% | $4,046-3.6% |
| Admin fee / account holder | $114 | $630-81.9% | $5,537-97.9% | $626-81.8% |