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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,290 |
ADP BROKER-DEALER4+ 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 | $41,079 | $58,083-29.3% | $80,019-48.7% | $56,287-27.0% |
| Participation rate | 97.4% | 73.6%+23.8pp | 75.8%+21.6pp | 69.9%+27.5pp |
| Annual return | -4.36% | 34.61%-39.0pp | 11.22%-15.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,812 | $1,932-6.2% | $2,468-26.6% | $2,111-14.1% |
| Participant deferral / active EE | $8,847 | $3,135+182.2% | $3,686+140.0% | $3,350+164.1% |
| Admin fee / account holder | $28 | $623-95.5% | $6,521-99.6% | $521-94.6% |