Filed February 18, 2009
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 | $1,405 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 49 3280 PEACHTREE ROAD NE · ATLANTA, GA 30305 | Other Services | $0 |
Annual investment return 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 | $54,581 | $66,302-17.7% | $110,238-50.5% | $56,287-3.0% |
| Participation rate | 75.6% | 74.9%+0.7pp | 79.8%-4.2pp | 69.9%+5.8pp |
| Annual return | -6.86% | -1.18%-5.7pp | 314.74%-321.6pp | -9.96%+3.1pp |
| Employer contribution / active EE | $3,405 | $2,047+66.3% | $3,826-11.0% | $2,111+61.3% |
| Participant deferral / active EE | $6,251 | $3,381+84.9% | $4,672+33.8% | $3,350+86.6% |
| Admin fee / account holder | $5 | $698-99.3% | $8,547-99.9% | $521-99.0% |