Filed August 27, 2009
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 | $46,151 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,975 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $10,560 | $30,599-65.5% | $74,583-85.8% | $57,658-81.7% |
| Participation rate | 51.9% | 49.1%+2.8pp | 68.1%-16.2pp | 70.2%-18.3pp |
| Annual return | 7.37% | 14.24%-6.9pp | 20.47%-13.1pp | 5.13%+2.2pp |
| Employer contribution / active EE | $215 | $1,000-78.5% | $2,525-91.5% | $1,974-89.1% |
| Participant deferral / active EE | $840 | $1,805-53.5% | $3,458-75.7% | $3,061-72.5% |
| Admin fee / account holder | $15 | $98-84.9% | $4,138-99.6% | $95-84.4% |