Filed December 23, 1996
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 | $33,665 |
HIGHLAND CONSULTING ASSOCIATES4+ years Filed as: HIGHLAND CONSULTING ASSOCIATES, INC Service code 15 159 CROCKER PARK BLVD · CLEVELAND, OH 44145 | Recordkeeping | $28,179 |
Service code 15 · EIN 34-1295659 | Recordkeeping | $9,750 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,786 | $65,223-20.6% | $80,019-35.3% | $55,725-7.1% |
| Participation rate | 48.7% | 80.6%-31.8pp | 75.8%-27.1pp | 70.9%-22.1pp |
| Annual return | -5.13% | 7.59%-12.7pp | 11.22%-16.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $380 | $2,544-85.1% | $2,468-84.6% | $2,078-81.7% |
| Participant deferral / active EE | $1,552 | $3,881-60.0% | $3,686-57.9% | $3,356-53.7% |
| Admin fee / account holder | $115 | $114+0.8% | $6,521-98.2% | $1150% |