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 52 · EIN 13-5674085 | Indirect Investment Fees | $20,108 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,039 |
ADP BROKER-DEALER4+ 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,335 | $47,977-51.4% | $154,107-84.9% | $56,287-58.5% |
| Participation rate | 62.1% | 66.2%-4.1pp | 83.0%-21.0pp | 69.9%-7.8pp |
| Annual return | -9.35% | 3.54%-12.9pp | 735.12%-744.5pp | -9.96%+0.6pp |
| Employer contribution / active EE | $1,195 | $2,169-44.9% | $5,298-77.4% | $2,111-43.4% |
| Participant deferral / active EE | $2,760 | $2,392+15.4% | $5,081-45.7% | $3,350-17.6% |
| Admin fee / account holder | $32 | $438-92.8% | $13,411-99.8% | $521-93.9% |