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 |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $18,883 |
Service code 59 · EIN 13-5674085 | Shareholder Servicing | $18,747 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $29,268 | $52,953-44.7% | $172,739-83.1% | $65,185-55.1% |
| Participation rate | 87.1% | 66.2%+20.9pp | 82.6%+4.5pp | 70.2%+16.9pp |
| Annual return | 25.02% | 30.12%-5.1pp | 802.84%-777.8pp | 29.38%-4.4pp |
| Employer contribution / active EE | $631 | $2,190-71.2% | $5,143-87.7% | $2,177-71.0% |
| Participant deferral / active EE | $3,003 | $2,471+21.6% | $5,198-42.2% | $3,514-14.5% |
| Admin fee / account holder | $78 | $472-83.5% | $13,954-99.4% | $847-90.8% |