Filed February 4, 2005
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 9-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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,275 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,004 | $63,156-47.7% | $122,332-73.0% | $62,292-47.0% |
| Participation rate | 71.1% | 60.0%+11.1pp | 71.6%-0.5pp | 69.5%+1.6pp |
| Annual return | 13.24% | 20.61%-7.4pp | 30.27%-17.0pp | 28.90%-15.7pp |
| Employer contribution / active EE | $975 | $1,385-29.6% | $4,050-75.9% | $2,042-52.2% |
| Participant deferral / active EE | $2,883 | $2,321+24.2% | $3,287-12.3% | $3,169-9.0% |
| Admin fee / account holder | $25 | $440-94.2% | $5,478-99.5% | $479-94.7% |