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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $44,847 |
Filed as: HIGHLAND CONSULTING Service code 15 · EIN 34-1753575 | Recordkeeping | $30,610 |
ADP BROKER-DEALER8+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,165 | $81,908-9.5% | $90,749-18.3% | $64,808+14.4% |
| Participation rate | 48.2% | 80.5%-32.3pp | 75.7%-27.5pp | 71.5%-23.2pp |
| Annual return | -12.26% | -12.53%+0.3pp | -12.16%-0.1pp | 32.82%-45.1pp |
| Employer contribution / active EE | $570 | $3,065-81.4% | $2,921-80.5% | $2,506-77.3% |
| Participant deferral / active EE | $2,660 | $4,840-45.0% | $4,564-41.7% | $4,310-38.3% |
| Admin fee / account holder | $191 | $157+21.6% | $8,445-97.7% | $188+1.7% |