Filed March 20, 2013
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 |
|---|---|---|
SFI ADVISORS, LLC1 year Service code 15 · EIN 26-4775152 | Recordkeeping | $41,780 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $19,971 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $208,820 | $79,557+162.5% | $118,746+75.9% | $70,131+197.8% |
| Participation rate | 92.7% | 71.4%+21.3pp | 78.3%+14.4pp | 69.5%+23.1pp |
| Annual return | 15.51% | 25.64%-10.1pp | 24.54%-9.0pp | 73.14%-57.6pp |
| Employer contribution / active EE | $4,803 | $2,861+67.9% | $4,193+14.5% | $2,342+105.0% |
| Participant deferral / active EE | $14,287 | $4,089+249.4% | $5,332+167.9% | $3,332+328.8% |
| Admin fee / account holder | $565 | $5,374-89.5% | $10,720-94.7% | $4,645-87.8% |