Filed March 24, 1999 (most recent of 4 filings on file)
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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,550 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,053 | $56,629-48.7% | $77,999-62.8% | $55,167-47.3% |
| Participation rate | 98.3% | 73.3%+25.0pp | 75.5%+22.8pp | 69.0%+29.3pp |
| Annual return | 21.32% | 2866.98%-2845.7pp | 425.96%-404.6pp | 169.23%-147.9pp |
| Employer contribution / active EE | $6,448 | $1,723+274.2% | $2,470+161.1% | $1,963+228.6% |
| Participant deferral / active EE | $7,577 | $2,777+172.8% | $3,497+116.7% | $3,054+148.1% |
| Admin fee / account holder | $21 | $467-95.5% | $5,480-99.6% | $504-95.8% |