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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,245 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $33,926 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
TD AMERITRADE, INC.9+ years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,301 | $84,784-34.8% | $98,439-43.8% | $74,419-25.7% |
| Participation rate | 59.8% | 81.5%-21.7pp | 75.2%-15.4pp | 70.7%-10.9pp |
| Annual return | 17.65% | 20.59%-2.9pp | 21.16%-3.5pp | 34.38%-16.7pp |
| Employer contribution / active EE | $3,257 | $3,364-3.2% | $3,048+6.9% | $2,637+23.5% |
| Participant deferral / active EE | $5,804 | $5,218+11.2% | $4,738+22.5% | $4,528+28.2% |
| Admin fee / account holder | $95 | $204-53.4% | $8,948-98.9% | $348-72.6% |