Filed May 15, 2013
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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $50,517 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,017 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,969 | $36,767+35.9% | $81,478-38.7% | $62,292-19.8% |
| Participation rate | 40.2% | 54.4%-14.2pp | 68.0%-27.8pp | 69.5%-29.3pp |
| Annual return | 19.94% | 173.80%-153.9pp | 38.78%-18.8pp | 28.90%-9.0pp |
| Employer contribution / active EE | $1,133 | $1,128+0.4% | $2,568-55.9% | $2,042-44.5% |
| Participant deferral / active EE | $4,990 | $2,111+136.4% | $3,537+41.1% | $3,169+57.4% |
| Admin fee / account holder | $14 | $797-98.3% | $4,561-99.7% | $479-97.2% |