Filed October 8, 2015
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 |
|---|---|---|
PENTEGRA SERVICES, INC.1 year Service code 38 · EIN 13-3036745 | Participant Communication | $11,245 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,780 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,544 | $81,537-30.7% | $149,718-62.2% | $69,631-18.8% |
| Participation rate | 88.2% | 86.1%+2.1pp | 87.1%+1.1pp | 70.7%+17.5pp |
| Annual return | 15.10% | 22.79%-7.7pp | 1501.63%-1486.5pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $2,058 | $3,239-36.5% | $5,445-62.2% | $2,032+1.3% |
| Participant deferral / active EE | $2,495 | $4,994-50.0% | $6,569-62.0% | $3,224-22.6% |
| Admin fee / account holder | $89 | $107-16.6% | $11,283-99.2% | $110-19.3% |