Filed September 13, 2015
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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $600 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: SIGNATOR INVESTORS AKA JOHN HANCOCK Service code 49 120 WEST DRIVE N SUITE 3 · MARSHALL, MI 49068 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $4,267 | $54,320-92.1% | $67,652-93.7% | $52,331-91.8% |
| Participation rate | 75.0% | 73.6%+1.4pp | 75.7%-0.7pp | 68.1%+6.9pp |
| Annual return | 0.00% | 6.81%-6.8pp | 6625.04%-6625.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,027 | $1,544-33.5% | $2,266-54.7% | $1,882-45.4% |
| Participant deferral / active EE | $1,568 | $2,950-46.9% | $3,560-56.0% | $3,022-48.1% |
| Admin fee / account holder | $6 | $527-98.9% | $4,821-99.9% | $592-99.0% |