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-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $48,715 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $41,670 |
ADP BROKER-DEALER3 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).
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 | $115,255 | $89,652+28.6% | $141,162-18.4% | $65,185+76.8% |
| Participation rate | 80.7% | 74.7%+6.0pp | 82.5%-1.7pp | 70.2%+10.5pp |
| Annual return | 31.27% | 32.79%-1.5pp | 71.39%-40.1pp | 29.38%+1.9pp |
| Employer contribution / active EE | $3,040 | $3,065-0.8% | $4,735-35.8% | $2,177+39.7% |
| Participant deferral / active EE | $10,677 | $5,691+87.6% | $6,709+59.1% | $3,514+203.9% |
| Admin fee / account holder | $511 | $569-10.2% | $10,261-95.0% | $847-39.7% |