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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,669 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD & 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.
Annual investment return 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,769 | $47,977-75.5% | $154,107-92.4% | $56,287-79.1% |
| Participation rate | 27.4% | 66.2%-38.8pp | 83.0%-55.7pp | 69.9%-42.5pp |
| Annual return | -6.88% | 3.54%-10.4pp | 735.12%-742.0pp | -9.96%+3.1pp |
| Employer contribution / active EE | $388 | $2,169-82.1% | $5,298-92.7% | $2,111-81.6% |
| Participant deferral / active EE | $827 | $2,392-65.4% | $5,081-83.7% | $3,350-75.3% |
| Admin fee / account holder | $84 | $438-80.8% | $13,411-99.4% | $521-83.8% |