Filed March 2, 2006 (most recent of 2 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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $28,086 |
LPL FINANCIAL4+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $18,699 |
HAYFLICH & STEINBERG2 years Service code 15 · EIN 37-1496963 | Recordkeeping | $7,000 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $24,303 | $35,485-31.5% | $74,550-67.4% | $55,725-56.4% |
| Participation rate | 85.0% | 62.5%+22.4pp | 69.1%+15.8pp | 70.9%+14.1pp |
| Annual return | -5.06% | 0.72%-5.8pp | 32.53%-37.6pp | 244.93%-250.0pp |
| Employer contribution / active EE | $239 | $777-69.3% | $1,961-87.8% | $2,078-88.5% |
| Participant deferral / active EE | $2,190 | $2,181+0.4% | $3,108-29.5% | $3,356-34.7% |
| Admin fee / account holder | $121 | $114+5.5% | $5,060-97.6% | $115+4.7% |