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 15 · EIN 13-5674085 | Recordkeeping | $9,185 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,072 |
ADP BROKER-DEALER6+ 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).
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 | $36,107 | $58,879-38.7% | $178,490-79.8% | $73,488-50.9% |
| Participation rate | 62.4% | 66.2%-3.8pp | 81.9%-19.5pp | 70.7%-8.3pp |
| Annual return | 17.38% | 24.86%-7.5pp | 151.07%-133.7pp | 28.51%-11.1pp |
| Employer contribution / active EE | $1,412 | $2,236-36.8% | $5,011-71.8% | $2,270-37.8% |
| Participant deferral / active EE | $2,980 | $2,567+16.1% | $5,202-42.7% | $3,740-20.3% |
| Admin fee / account holder | $105 | $400-73.7% | $13,984-99.2% | $513-79.5% |