Filed October 27, 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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $33,773 |
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 | $40,840 | $109,359-62.7% | $162,163-74.8% | $72,985-44.0% |
| Participation rate | 84.7% | 84.3%+0.5pp | 87.6%-2.8pp | 69.5%+15.3pp |
| Annual return | 18.24% | 25.46%-7.2pp | 115.59%-97.3pp | 81.00%-62.8pp |
| Employer contribution / active EE | $5,028 | $3,907+28.7% | $5,614-10.4% | $2,440+106.1% |
| Participant deferral / active EE | $9,481 | $5,481+73.0% | $7,298+29.9% | $3,607+162.8% |
| Admin fee / account holder | $270 | $7,972-96.6% | $10,843-97.5% | $5,124-94.7% |