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 | $20,567 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,523 |
ADP BROKER-DEALER8+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,203 | $65,061-42.8% | $143,757-74.1% | $66,914-44.4% |
| Participation rate | 66.2% | 65.2%+1.0pp | 80.3%-14.2pp | 69.8%-3.6pp |
| Annual return | -17.50% | -11.14%-6.4pp | -0.04%-17.5pp | 1.58%-19.1pp |
| Employer contribution / active EE | $2,194 | $2,361-7.0% | $4,951-55.7% | $2,544-13.7% |
| Participant deferral / active EE | $5,152 | $2,919+76.5% | $5,637-8.6% | $4,237+21.6% |
| Admin fee / account holder | $231 | $502-54.0% | $14,673-98.4% | $593-61.1% |