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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,294 |
ADP BROKER-DEALER3 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,277 | $71,516-59.1% | $98,439-70.3% | $71,457-59.0% |
| Participation rate | 79.5% | 72.7%+6.8pp | 75.2%+4.3pp | 67.9%+11.5pp |
| Annual return | 23.90% | 32.41%-8.5pp | 21.16%+2.7pp | 28.85%-4.9pp |
| Employer contribution / active EE | $582 | $2,399-75.7% | $3,048-80.9% | $2,588-77.5% |
| Participant deferral / active EE | $3,110 | $4,109-24.3% | $4,738-34.4% | $4,289-27.5% |
| Admin fee / account holder | $150 | $1,675-91.0% | $8,948-98.3% | $1,587-90.5% |