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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $51,646 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $41,739 |
PEGGY S. EDGE, CPA, LLC2 years Filed as: PEGGY S. EDGE CPA LLC Service code 15 · EIN 26-4527814 | Recordkeeping | $8,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,962 | $72,254-50.2% | $86,677-58.5% | $64,808-44.5% |
| Participation rate | 78.0% | 80.4%-2.4pp | 76.6%+1.4pp | 71.5%+6.5pp |
| Annual return | -15.84% | 392.42%-408.3pp | 35.91%-51.7pp | 32.82%-48.7pp |
| Employer contribution / active EE | $2,768 | $2,393+15.7% | $2,836-2.4% | $2,506+10.5% |
| Participant deferral / active EE | $3,259 | $4,658-30.0% | $4,656-30.0% | $4,310-24.4% |
| Admin fee / account holder | $323 | $174+85.8% | $7,493-95.7% | $188+72.0% |