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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $88,357 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $64,900 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $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 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 | $5,146 | $31,370-83.6% | $74,583-93.1% | $63,975-92.0% |
| Participation rate | 86.9% | 42.6%+44.4pp | 68.1%+18.8pp | 71.1%+15.8pp |
| Annual return | 10.72% | -105.16%+115.9pp | 20.47%-9.7pp | 48.65%-37.9pp |
| Employer contribution / active EE | $385 | $822-53.2% | $2,525-84.8% | $2,182-82.4% |
| Participant deferral / active EE | $1,145 | $1,560-26.6% | $3,458-66.9% | $3,356-65.9% |
| Admin fee / account holder | $29 | $77-62.5% | $4,138-99.3% | $70-59.2% |