Filed January 20, 1994
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 | $11,459 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,250 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,970 | $42,546-17.8% | $71,796-51.3% | $55,167-36.6% |
| Participation rate | 36.4% | 59.1%-22.7pp | 69.1%-32.7pp | 69.0%-32.6pp |
| Annual return | 8.31% | 12.36%-4.1pp | 78.04%-69.7pp | 169.23%-160.9pp |
| Employer contribution / active EE | $187 | $803-76.7% | $1,924-90.3% | $1,963-90.5% |
| Participant deferral / active EE | $1,153 | $2,064-44.2% | $2,794-58.8% | $3,054-62.3% |
| Admin fee / account holder | $12 | $650-98.1% | $4,815-99.7% | $504-97.6% |