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 | $115,550 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $42,848 |
ADP BROKER-DEALER3+ 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 | $5,974 | $43,717-86.3% | $81,478-92.7% | $77,958-92.3% |
| Participation rate | 89.3% | 42.5%+46.8pp | 68.0%+21.4pp | 71.6%+17.7pp |
| Annual return | 16.17% | 23.83%-7.7pp | 38.78%-22.6pp | 20.87%-4.7pp |
| Employer contribution / active EE | $466 | $919-49.2% | $2,568-81.8% | $2,310-79.8% |
| Participant deferral / active EE | $1,393 | $1,783-21.9% | $3,537-60.6% | $3,537-60.6% |
| Admin fee / account holder | $16 | $108-85.3% | $4,561-99.7% | $97-83.7% |