Filed January 26, 2006
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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $48,584 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $30,724 |
Annual investment return 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 | $37,818 | $73,404-48.5% | $87,100-56.6% | $67,579-44.0% |
| Participation rate | 81.1% | 80.9%+0.3pp | 76.9%+4.3pp | 71.3%+9.9pp |
| Annual return | 13.52% | 48.29%-34.8pp | 28.19%-14.7pp | 378.56%-365.0pp |
| Employer contribution / active EE | $2,241 | $2,014+11.3% | $2,521-11.1% | $2,148+4.3% |
| Participant deferral / active EE | $2,498 | $3,913-36.1% | $4,049-38.3% | $3,539-29.4% |
| Admin fee / account holder | $233 | $142+64.8% | $7,497-96.9% | $142+64.0% |