Filed December 30, 2003
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 |
|---|---|---|
Filed as: WHITE HORSE ADVISORS, LLC Service code 15 · EIN 11-3695054 | Recordkeeping | $40,000 |
BDO USA, LLP10+ years Filed as: BDO USA , LLP Service code 15 · EIN 13-5381590 | Recordkeeping | $20,600 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,391 | $62,624+156.1% | $177,989-9.9% | $77,643+106.6% |
| Participation rate | 43.7% | 66.8%-23.1pp | 77.1%-33.4pp | 70.6%-26.9pp |
| Annual return | 16.62% | 16.16%+0.5pp | 294.48%-277.9pp | 31.24%-14.6pp |
| Employer contribution / active EE | $3,375 | $1,909+76.8% | $3,949-14.5% | $2,726+23.8% |
| Participant deferral / active EE | $5,444 | $4,219+29.0% | $6,276-13.3% | $4,647+17.1% |
| Admin fee / account holder | $172 | $386-55.5% | $10,363-98.3% | $430-60.1% |