Filed August 14, 2014 (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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $361,134 |
MERCER2+ years Service code 15 · EIN 61-0736136 | Recordkeeping | $65,988 |
COHNREZNICK LLP2+ years Service code 15 · EIN 22-1478099 | Recordkeeping | $26,000 |
MCDERMOTT WILL & EMERY LLP2+ years Service code 15 · EIN 36-1453176 | Recordkeeping | $17,835 |
GUIDED CHOICE2+ years Service code 26 · EIN 77-0514963 | Advisory (Participants) | $17,669 |
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 | $104,548 | $86,372+21.0% | $123,892-15.6% | $65,292+60.1% |
| Participation rate | 98.1% | 76.9%+21.1pp | 81.4%+16.7pp | 72.4%+25.6pp |
| Annual return | 24.74% | 11.27%+13.5pp | 47.52%-22.8pp | 11.84%+12.9pp |
| Employer contribution / active EE | $4,538 | $2,838+59.9% | $4,617-1.7% | $2,302+97.1% |
| Participant deferral / active EE | $6,231 | $5,625+10.8% | $5,984+4.1% | $3,579+74.1% |
| Admin fee / account holder | $118 | $53+123.8% | $8,357-98.6% | $57+106.1% |