Filed March 9, 2010
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 9-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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,205 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 1410 SPRING HILL ROAD · MCLEAN, VA 22102 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,821 | $76,552-85.9% | $123,892-91.3% | $62,891-82.8% |
| Participation rate | 54.1% | 73.0%-18.9pp | 81.4%-27.3pp | 69.3%-15.2pp |
| Annual return | 6.36% | 18.68%-12.3pp | 47.52%-41.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,023 | $2,883-64.5% | $4,617-77.9% | $2,281-55.2% |
| Participant deferral / active EE | $3,316 | $4,840-31.5% | $5,984-44.6% | $3,203+3.5% |
| Admin fee / account holder | $56 | $4,826-98.8% | $8,357-99.3% | $4,296-98.7% |