Filed October 11, 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 13-5674085 | Recordkeeping | $50,495 |
ADP BROKER-DEALER1 year Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $35,733 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 49 | Other Services | $0 |
TD AMERITRADE, INC.1 year Service code 33 | Securities brokerage; Distribution (1... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,184 | $88,122-34.0% | $141,162-58.8% | $67,579-13.9% |
| Participation rate | 88.8% | 76.5%+12.4pp | 82.5%+6.4pp | 71.3%+17.6pp |
| Annual return | 20.23% | 75.40%-55.2pp | 71.39%-51.2pp | 378.56%-358.3pp |
| Employer contribution / active EE | $1,012 | $3,224-68.6% | $4,735-78.6% | $2,148-52.9% |
| Participant deferral / active EE | $5,077 | $5,958-14.8% | $6,709-24.3% | $3,539+43.4% |
| Admin fee / account holder | $155 | $131+18.7% | $10,261-98.5% | $142+9.2% |