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 | $30,292 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $19,030 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $42,578 | $33,067+28.8% | $76,523-44.4% | $56,287-24.4% |
| Participation rate | 35.6% | 55.4%-19.8pp | 68.0%-32.4pp | 69.9%-34.3pp |
| Annual return | -6.66% | 2.72%-9.4pp | -0.27%-6.4pp | -9.96%+3.3pp |
| Employer contribution / active EE | $415 | $1,200-65.5% | $2,647-84.3% | $2,111-80.4% |
| Participant deferral / active EE | $4,730 | $2,240+111.2% | $3,835+23.3% | $3,350+41.2% |
| Admin fee / account holder | $112 | $537-79.1% | $4,848-97.7% | $521-78.4% |