Filed August 7, 2013 (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 | $8,837 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $34,563 | $58,083-40.5% | $80,019-56.8% | $56,287-38.6% |
| Participation rate | 86.6% | 73.6%+13.0pp | 75.8%+10.8pp | 69.9%+16.8pp |
| Annual return | -5.46% | 34.61%-40.1pp | 11.22%-16.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,633 | $3,135-16.0% | $3,686-28.5% | $3,350-21.4% |
| Admin fee / account holder | $95 | $623-84.7% | $6,521-98.5% | $521-81.7% |