Filed January 22, 2012 (most recent of 2 filings on file)
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 8-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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,440 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,177 | $66,180-72.5% | $118,746-84.7% | $62,292-70.8% |
| Participation rate | 97.3% | 71.3%+26.0pp | 78.3%+19.0pp | 69.5%+27.7pp |
| Annual return | 0.00% | 60.89%-60.9pp | 24.54%-24.5pp | 28.90%-28.9pp |
| Employer contribution / active EE | $6,539 | $3,183+105.4% | $4,193+56.0% | $2,042+220.2% |
| Participant deferral / active EE | $9,532 | $4,247+124.5% | $5,332+78.8% | $3,169+200.8% |
| Admin fee / account holder | $6 | $753-99.2% | $10,720-99.9% | $479-98.7% |