Filed May 1, 2002
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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $430 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 10440 LITTLE PATUXENT PKWY · COLUMBIA, MD 21044 | 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 | $32,808 | $63,299-48.2% | $91,001-63.9% | $62,292-47.3% |
| Participation rate | 27.9% | 73.3%-45.4pp | 75.6%-47.7pp | 69.5%-41.6pp |
| Annual return | 20.14% | 20.99%-0.9pp | 4.60%+15.5pp | 28.90%-8.8pp |
| Employer contribution / active EE | $545 | $1,807-69.8% | $2,456-77.8% | $2,042-73.3% |
| Participant deferral / active EE | $1,435 | $2,943-51.2% | $3,547-59.6% | $3,169-54.7% |
| Admin fee / account holder | $10 | $468-97.9% | $5,417-99.8% | $479-98.0% |