Filed November 25, 2013
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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $35,709 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $21,128 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $31,487 | $44,059-28.5% | $71,671-56.1% | $69,631-54.8% |
| Participation rate | 96.6% | 60.8%+35.9pp | 68.7%+27.9pp | 70.7%+25.9pp |
| Annual return | 16.71% | 21.97%-5.3pp | 20.65%-3.9pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $759 | $1,305-41.8% | $2,460-69.1% | $2,032-62.7% |
| Participant deferral / active EE | $2,782 | $2,370+17.4% | $3,438-19.1% | $3,224-13.7% |
| Admin fee / account holder | $71 | $108-34.3% | $5,558-98.7% | $110-36.0% |