Filed January 14, 2006
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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $70,144 |
PLANTE & MORAN, PLLC2+ years Service code 15 · EIN 38-1357951 | Recordkeeping | $15,600 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,111 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,654 | $80,177-50.5% | $123,892-68.0% | $57,658-31.2% |
| Participation rate | 37.4% | 74.4%-37.1pp | 81.4%-44.1pp | 70.2%-32.9pp |
| Annual return | 14.90% | 17.90%-3.0pp | 47.52%-32.6pp | 5.13%+9.8pp |
| Employer contribution / active EE | $197 | $2,913-93.2% | $4,617-95.7% | $1,974-90.0% |
| Participant deferral / active EE | $2,861 | $5,130-44.2% | $5,984-52.2% | $3,061-6.5% |
| Admin fee / account holder | $63 | $106-40.3% | $8,357-99.2% | $95-32.9% |