Filed February 11, 2011
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 | $7,811 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD AND CO Service code 49 100 WEST ROAD · TOWSON, MD 21204 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,938 | $55,453-78.5% | $170,442-93.0% | $62,292-80.8% |
| Participation rate | 28.6% | 66.4%-37.8pp | 83.6%-55.0pp | 69.5%-40.9pp |
| Annual return | 14.40% | 21.38%-7.0pp | 205.93%-191.5pp | 28.90%-14.5pp |
| Employer contribution / active EE | $330 | $2,164-84.8% | $5,433-93.9% | $2,042-83.9% |
| Participant deferral / active EE | $672 | $2,303-70.8% | $4,939-86.4% | $3,169-78.8% |
| Admin fee / account holder | $86 | $455-81.1% | $13,880-99.4% | $479-82.1% |