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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $494,471 |
MERCER3+ years Service code 15 · EIN 61-0736136 | Recordkeeping | $98,555 |
MCDERMOTT WILL & EMERY LLP3+ years Service code 15 · EIN 36-1453176 | Recordkeeping | $30,165 |
COHNREZNICK LLP3+ years Service code 15 · EIN 22-1478099 | Recordkeeping | $26,750 |
GUIDED CHOICE3+ years Service code 26 · EIN 77-0514963 | Advisory (Participants) | $23,960 |
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 | $127,377 | $100,589+26.6% | $136,294-6.5% | $177,276-28.1% |
| Participation rate | 98.1% | 77.4%+20.6pp | 81.9%+16.2pp | 74.8%+23.2pp |
| Annual return | 19.17% | 39.18%-20.0pp | 5155.94%-5136.8pp | 21.25%-2.1pp |
| Employer contribution / active EE | $5,247 | $3,259+61.0% | $4,695+11.8% | $2,479+111.7% |
| Participant deferral / active EE | $7,476 | $5,830+28.2% | $6,247+19.7% | $3,881+92.6% |
| Admin fee / account holder | $153 | $55+178.8% | $9,243-98.3% | $154-1.0% |