Filed December 29, 2000
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 |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,655 |
DEAM DISTRIBUTORS, INC.2+ years Filed as: DEAM TRUST COMPANY Service code 99 | Other Fees | $1,750 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DEAM DISTRIBUTORS, INC.2+ years Service code 63 · EIN 36-3976708 | 12b-1 Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,552 | $66,180-22.1% | $118,746-56.6% | $62,292-17.2% |
| Participation rate | 90.1% | 71.3%+18.8pp | 78.3%+11.9pp | 69.5%+20.6pp |
| Annual return | 9.82% | 60.89%-51.1pp | 24.54%-14.7pp | 28.90%-19.1pp |
| Employer contribution / active EE | $3,063 | $3,183-3.8% | $4,193-27.0% | $2,042+50.0% |
| Participant deferral / active EE | $4,009 | $4,247-5.6% | $5,332-24.8% | $3,169+26.5% |
| Admin fee / account holder | $23 | $753-97.0% | $10,720-99.8% | $479-95.2% |