Filed November 9, 2005
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 | $8,116 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $35,881 | $59,186-39.4% | $76,768-53.3% | $56,287-36.3% |
| Participation rate | 79.5% | 75.2%+4.2pp | 77.0%+2.5pp | 69.9%+9.6pp |
| Annual return | 8.63% | 6.62%+2.0pp | 2.43%+6.2pp | -9.96%+18.6pp |
| Employer contribution / active EE | $632 | $1,759-64.0% | $2,485-74.6% | $2,111-70.0% |
| Participant deferral / active EE | $2,570 | $3,255-21.0% | $3,852-33.3% | $3,350-23.3% |
| Admin fee / account holder | $78 | $489-84.1% | $6,675-98.8% | $521-85.1% |