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 |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $33,928 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
TD AMERITRADE, INC.3+ years Service code 63 | 12b-1 Fees | $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 | $43,045 | $75,284-42.8% | $91,001-52.7% | $69,631-38.2% |
| Participation rate | 56.6% | 80.4%-23.8pp | 75.6%-19.0pp | 70.7%-14.1pp |
| Annual return | 15.71% | 48.40%-32.7pp | 4.60%+11.1pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $2,057 | $2,473-16.8% | $2,456-16.2% | $2,032+1.2% |
| Participant deferral / active EE | $3,758 | $3,700+1.6% | $3,547+5.9% | $3,224+16.6% |
| Admin fee / account holder | $46 | $111-58.5% | $5,417-99.2% | $110-58.5% |