Filed October 25, 2011 (most recent of 3 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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $50,629 |
HORAN SECURITIES INC4 years Filed as: HORAN SECURITIES, INC. Service code 15 · EIN 31-1448612 | Recordkeeping | $27,730 |
Filed as: DEAN DORTON ALLEN FORD PLLC Service code 15 · EIN 27-3858252 | Recordkeeping | $16,500 |
Service code 15 · EIN 20-8764829 | Recordkeeping | $14,170 |
HORAN SECURITIES INC1 year Filed as: HORAN WEALTH LLC Service code 15 · EIN 99-1684201 | Recordkeeping | $9,932 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,857 | $50,982-4.2% | $154,803-68.4% | $85,563-42.9% |
| Participation rate | 65.1% | 59.8%+5.3pp | 78.1%-12.9pp | 66.0%-0.8pp |
| Annual return | 16.25% | 30.35%-14.1pp | 58.88%-42.6pp | 31.51%-15.3pp |
| Employer contribution / active EE | $1,448 | $1,708-15.2% | $4,305-66.4% | $2,654-45.4% |
| Participant deferral / active EE | $3,110 | $2,474+25.7% | $5,540-43.9% | $4,375-28.9% |
| Admin fee / account holder | $284 | $846-66.4% | $14,329-98.0% | $834-66.0% |