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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,128 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $38,349 | $63,299-39.4% | $91,001-57.9% | $62,292-38.4% |
| Participation rate | 98.3% | 73.3%+25.0pp | 75.6%+22.7pp | 69.5%+28.8pp |
| Annual return | 18.08% | 20.99%-2.9pp | 4.60%+13.5pp | 28.90%-10.8pp |
| Employer contribution / active EE | $7,323 | $1,807+305.3% | $2,456+198.2% | $2,042+258.6% |
| Participant deferral / active EE | $8,966 | $2,943+204.7% | $3,547+152.7% | $3,169+182.9% |
| Admin fee / account holder | $23 | $468-95.1% | $5,417-99.6% | $479-95.2% |