Filed December 11, 2012
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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,056 |
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 | $55,442 | $136,307-59.3% | $177,821-68.8% | $73,488-24.6% |
| Participation rate | 99.4% | 86.1%+13.3pp | 87.7%+11.7pp | 70.7%+28.8pp |
| Annual return | 25.62% | 18.68%+6.9pp | 48.32%-22.7pp | 28.51%-2.9pp |
| Employer contribution / active EE | $1,810 | $3,712-51.2% | $5,918-69.4% | $2,270-20.3% |
| Participant deferral / active EE | $4,466 | $5,829-23.4% | $7,714-42.1% | $3,740+19.4% |
| Admin fee / account holder | $150 | $596-74.9% | $12,427-98.8% | $513-70.8% |