Filed March 17, 2016 (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 |
|---|---|---|
Service code 18 · EIN 13-5674085 | Sub-transfer agency fees; Shareholder... | $15,949 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,975 |
ADP BROKER-DEALER1+ 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,779 | $46,360-61.6% | $147,614-88.0% | $52,331-66.0% |
| Participation rate | 63.5% | 64.9%-1.4pp | 84.6%-21.1pp | 68.1%-4.6pp |
| Annual return | 10.74% | 1.62%+9.1pp | 61.98%-51.2pp | 4.54%+6.2pp |
| Employer contribution / active EE | $1,365 | $2,126-35.8% | $5,564-75.5% | $1,882-27.5% |
| Participant deferral / active EE | $2,297 | $2,258+1.8% | $4,895-53.1% | $3,022-24.0% |
| Admin fee / account holder | $40 | $766-94.8% | $11,611-99.7% | $592-93.3% |