Filed November 20, 2013 (most recent of 2 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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,160 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 2121 AVE OF THE STARS · LOS ANGELES, CA 90067 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,215 | $137,414-33.6% | $189,513-51.9% | $85,850+6.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 11.21% | 38.14%-26.9pp | 555.15%-543.9pp | 318.53%-307.3pp |
| Employer contribution / active EE | $6,535 | $4,344+50.4% | $6,162+6.1% | $2,565+154.7% |
| Participant deferral / active EE | $11,969 | $6,260+91.2% | $8,221+45.6% | $3,952+202.9% |
| Admin fee / account holder | $43 | $8,630-99.5% | $12,045-99.6% | $6,260-99.3% |