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 15 · EIN 13-5674085 | Recordkeeping | $44,752 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,013 |
ADP BROKER-DEALER6+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,379 | $85,135-38.5% | $98,907-47.0% | $73,409-28.6% |
| Participation rate | 56.5% | 81.1%-24.6pp | 76.0%-19.5pp | 72.2%-15.7pp |
| Annual return | 5.95% | 19.14%-13.2pp | 196.43%-190.5pp | 59.29%-53.3pp |
| Employer contribution / active EE | $1,004 | $2,721-63.1% | $2,689-62.7% | $2,234-55.0% |
| Participant deferral / active EE | $2,977 | $4,349-31.6% | $4,244-29.9% | $3,805-21.8% |
| Admin fee / account holder | $118 | $139-15.2% | $6,642-98.2% | $158-25.2% |