Filed January 30, 2006
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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $36,929 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $15,838 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $92,564 | $73,102+26.6% | $123,544-25.1% | $56,287+64.5% |
| Participation rate | 77.8% | 74.3%+3.5pp | 82.3%-4.5pp | 69.9%+8.0pp |
| Annual return | -5.09% | 3.01%-8.1pp | 119.20%-124.3pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,705 | $2,977-42.7% | $4,628-63.2% | $2,111-19.2% |
| Participant deferral / active EE | $8,208 | $5,423+51.4% | $6,426+27.7% | $3,350+145.0% |
| Admin fee / account holder | $349 | $554-37.0% | $9,284-96.2% | $521-33.0% |