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 | $53,632 |
ADP BROKER-DEALER2 years Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,782 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 49 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,779 | $100,801-31.8% | $149,696-54.1% | $73,409-6.3% |
| Participation rate | 90.0% | 77.7%+12.3pp | 82.5%+7.5pp | 72.2%+17.8pp |
| Annual return | 13.62% | 265.34%-251.7pp | 276.60%-263.0pp | 59.29%-45.7pp |
| Employer contribution / active EE | $1,037 | $3,312-68.7% | $4,644-77.7% | $2,234-53.6% |
| Participant deferral / active EE | $5,391 | $6,404-15.8% | $6,842-21.2% | $3,805+41.7% |
| Admin fee / account holder | $115 | $181-36.5% | $9,309-98.8% | $158-27.3% |