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-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $36,122 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $26,883 |
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 | $15,339 | $66,310-76.9% | $93,606-83.6% | $65,185-76.5% |
| Participation rate | 95.3% | 74.0%+21.3pp | 75.8%+19.5pp | 70.2%+25.1pp |
| Annual return | 20.58% | 42.58%-22.0pp | 32.76%-12.2pp | 29.38%-8.8pp |
| Employer contribution / active EE | $732 | $2,012-63.6% | $2,718-73.1% | $2,177-66.4% |
| Participant deferral / active EE | $2,315 | $3,342-30.7% | $4,069-43.1% | $3,514-34.1% |
| Admin fee / account holder | $124 | $6,897-98.2% | $7,888-98.4% | $847-85.4% |