Filed February 12, 2007
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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $18,867 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,200 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,812 | $55,453-55.3% | $170,442-85.4% | $62,292-60.2% |
| Participation rate | 85.6% | 66.4%+19.3pp | 83.6%+2.1pp | 69.5%+16.1pp |
| Annual return | 18.66% | 21.38%-2.7pp | 205.93%-187.3pp | 28.90%-10.2pp |
| Employer contribution / active EE | $551 | $2,164-74.6% | $5,433-89.9% | $2,042-73.0% |
| Participant deferral / active EE | $2,621 | $2,303+13.8% | $4,939-46.9% | $3,169-17.3% |
| Admin fee / account holder | $10 | $455-97.8% | $13,880-99.9% | $479-97.9% |