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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,065 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 49 3280 PEACHTREE ROAD NE · ATLANTA, GA 30305 | Other Services | $0 |
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 | $66,308 | $86,332-23.2% | $125,175-47.0% | $65,185+1.7% |
| Participation rate | 87.9% | 75.3%+12.6pp | 79.8%+8.1pp | 70.2%+17.7pp |
| Annual return | 25.03% | 27.43%-2.4pp | 43.79%-18.8pp | 29.38%-4.4pp |
| Employer contribution / active EE | $3,878 | $2,040+90.1% | $3,865+0.3% | $2,177+78.1% |
| Participant deferral / active EE | $7,434 | $3,537+110.2% | $4,937+50.6% | $3,514+111.6% |
| Admin fee / account holder | $11 | $609-98.3% | $9,702-99.9% | $847-98.7% |