Filed October 11, 2014
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 | $58,747 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $27,223 |
TD AMERITRADE, INC.2+ years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $19 |
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.
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 | $38,190 | $74,024-48.4% | $77,999-51.0% | $57,658-33.8% |
| Participation rate | 56.5% | 79.7%-23.3pp | 75.5%-19.1pp | 70.2%-13.8pp |
| Annual return | 7.21% | 12.14%-4.9pp | 425.96%-418.7pp | 5.13%+2.1pp |
| Employer contribution / active EE | $2,231 | $2,365-5.7% | $2,470-9.7% | $1,974+13.0% |
| Participant deferral / active EE | $3,983 | $3,533+12.7% | $3,497+13.9% | $3,061+30.1% |
| Admin fee / account holder | $42 | $93-55.0% | $5,480-99.2% | $95-55.6% |