Filed January 10, 1997
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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,049 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,011 | $72,607-68.3% | $90,749-74.6% | $66,914-65.6% |
| Participation rate | 76.7% | 73.7%+3.0pp | 75.7%+1.0pp | 69.8%+6.9pp |
| Annual return | -16.80% | -12.28%-4.5pp | -12.16%-4.6pp | 1.58%-18.4pp |
| Employer contribution / active EE | $498 | $2,369-79.0% | $2,921-82.9% | $2,544-80.4% |
| Participant deferral / active EE | $2,676 | $3,977-32.7% | $4,564-41.4% | $4,237-36.8% |
| Admin fee / account holder | $126 | $707-82.2% | $8,445-98.5% | $593-78.7% |