Filed July 20, 2006
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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $23,580 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $11,225 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,307 | $75,284-74.4% | $91,001-78.8% | $69,631-72.3% |
| Participation rate | 93.8% | 80.4%+13.4pp | 75.6%+18.1pp | 70.7%+23.1pp |
| Annual return | 14.54% | 48.40%-33.9pp | 4.60%+9.9pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $590 | $2,473-76.1% | $2,456-76.0% | $2,032-71.0% |
| Participant deferral / active EE | $1,783 | $3,700-51.8% | $3,547-49.7% | $3,224-44.7% |
| Admin fee / account holder | $147 | $111+33.1% | $5,417-97.3% | $110+33.2% |