Filed October 18, 2004 (most recent of 3 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 |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $73,635 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $48,497 |
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 | $35,859 | $69,305-48.3% | $82,313-56.4% | $69,631-48.5% |
| Participation rate | 97.1% | 80.3%+16.9pp | 76.9%+20.2pp | 70.7%+26.4pp |
| Annual return | 12.53% | 21.47%-8.9pp | 25.88%-13.3pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $1,278 | $1,887-32.3% | $2,428-47.4% | $2,032-37.1% |
| Participant deferral / active EE | $3,857 | $3,568+8.1% | $3,706+4.1% | $3,224+19.6% |
| Admin fee / account holder | $143 | $97+47.2% | $5,608-97.4% | $110+29.5% |