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 | $19,301 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,360 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $30,091 | $85,202-64.7% | $172,739-82.6% | $72,985-58.8% |
| Participation rate | 72.4% | 70.1%+2.4pp | 82.6%-10.2pp | 69.5%+3.0pp |
| Annual return | 20.99% | 27.32%-6.3pp | 802.84%-781.9pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,519 | $3,324-54.3% | $5,143-70.5% | $2,440-37.7% |
| Participant deferral / active EE | $3,105 | $3,260-4.8% | $5,198-40.3% | $3,607-13.9% |
| Admin fee / account holder | $37 | $5,884-99.4% | $13,954-99.7% | $5,124-99.3% |