Filed October 18, 2004
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 | $1,170 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: RAYMOND JAMES Service code 49 2101 PARKS AVE STE 804 · VIRGINIA BEACH, VA 23451 | Other Services | $0 |
Employer contribution per participant 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 | $50,928 | $72,404-29.7% | $110,238-53.8% | $64,186-20.7% |
| Participation rate | 97.8% | 73.3%+24.5pp | 79.8%+18.0pp | 69.6%+28.3pp |
| Annual return | -6.76% | -6.29%-0.5pp | 314.74%-321.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $428 | $2,282-81.2% | $3,826-88.8% | $2,381-82.0% |
| Participant deferral / active EE | $4,083 | $3,469+17.7% | $4,672-12.6% | $3,470+17.7% |
| Admin fee / account holder | $10 | $5,664-99.8% | $8,547-99.9% | $4,888-99.8% |