Filed May 20, 2019
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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $508,663 |
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $379,825 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST Service code 21 · EIN 58-1428634 | Bank Trustee | $236 |
ADP BROKER-DEALER11+ years Service code 21 · EIN 22-3319984 | Bank Trustee | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,147 | $117,739-88.0% | $88,946-84.1% | $117,739-88.0% |
| Participation rate | 92.2% | 76.6%+15.6pp | 68.8%+23.4pp | 76.6%+15.6pp |
| Annual return | 18.06% | 17.29%+0.8pp | 57.82%-39.8pp | 17.29%+0.8pp |
| Employer contribution / active EE | $709 | $3,746-81.1% | $2,555-72.3% | $3,746-81.1% |
| Participant deferral / active EE | $2,527 | $6,128-58.8% | $4,581-44.8% | $6,128-58.8% |
| Admin fee / account holder | $89 | $112-20.6% | $8,261-98.9% | $112-20.6% |