Filed January 1, 2017
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 | $2,039 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $38,500 | $80,753-52.3% | $136,294-71.8% | $62,292-38.2% |
| Participation rate | 78.3% | 73.5%+4.8pp | 81.9%-3.6pp | 69.5%+8.8pp |
| Annual return | 18.12% | 35.83%-17.7pp | 5155.94%-5137.8pp | 28.90%-10.8pp |
| Employer contribution / active EE | $2,381 | $2,884-17.4% | $4,695-49.3% | $2,042+16.6% |
| Participant deferral / active EE | $4,269 | $5,164-17.3% | $6,247-31.7% | $3,169+34.7% |
| Admin fee / account holder | $9 | $525-98.2% | $9,243-99.9% | $479-98.0% |