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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,850 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,191 | $60,396-59.9% | $111,392-78.3% | $56,287-57.0% |
| Participation rate | 98.8% | 72.4%+26.4pp | 78.9%+19.9pp | 69.9%+29.0pp |
| Annual return | -10.44% | 20.26%-30.7pp | -2.06%-8.4pp | -9.96%-0.5pp |
| Employer contribution / active EE | $9,584 | $3,459+177.1% | $4,328+121.5% | $2,111+354.0% |
| Participant deferral / active EE | $13,577 | $4,421+207.1% | $5,567+143.9% | $3,350+305.3% |
| Admin fee / account holder | $14 | $610-97.8% | $12,266-99.9% | $521-97.4% |