Filed June 8, 2000
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 | $4,699 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
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 | $25,414 | $44,229-42.5% | $155,790-83.7% | $55,191-54.0% |
| Participation rate | 95.9% | 60.8%+35.1pp | 76.1%+19.8pp | 69.2%+26.7pp |
| Annual return | -0.45% | 0.37%-0.8pp | 71.54%-72.0pp | 10.78%-11.2pp |
| Employer contribution / active EE | $1,291 | $1,317-2.0% | $3,836-66.3% | $1,899-32.0% |
| Participant deferral / active EE | $3,023 | $2,851+6.0% | $4,797-37.0% | $3,046-0.8% |
| Admin fee / account holder | $13 | $86-84.9% | $7,478-99.8% | $91-85.7% |