Filed July 1, 2019 (most recent of 2 filings on file)
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 15 · EIN 41-1812533 | Recordkeeping | $64,104 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $26,981 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,550 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,612 | $100,923+1.7% | $150,045-31.6% | $74,304+38.1% |
| Participation rate | 99.2% | 70.1%+29.1pp | 82.3%+16.9pp | 60.3%+38.8pp |
| Annual return | 16.91% | 51.77%-34.9pp | 62.55%-45.6pp | 29.43%-12.5pp |
| Employer contribution / active EE | $2,318 | $3,463-33.1% | $4,693-50.6% | $2,241+3.4% |
| Participant deferral / active EE | $11,408 | $6,709+70.0% | $7,997+42.6% | $3,767+202.8% |
| Admin fee / account holder | $225 | $2,767-91.9% | $13,435-98.3% | $2,969-92.4% |