Filed June 8, 2009
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 | $31,999 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,514 | $74,347-41.5% | $93,606-53.5% | $67,579-35.6% |
| Participation rate | 95.9% | 80.6%+15.2pp | 75.8%+20.0pp | 71.3%+24.6pp |
| Annual return | 21.41% | 28.07%-6.7pp | 32.76%-11.3pp | 378.56%-357.1pp |
| Employer contribution / active EE | $635 | $2,583-75.4% | $2,718-76.6% | $2,148-70.4% |
| Participant deferral / active EE | $3,386 | $4,060-16.6% | $4,069-16.8% | $3,539-4.3% |
| Admin fee / account holder | $88 | $123-27.9% | $7,888-98.9% | $142-37.8% |