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 |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $76,860 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $45,853 |
MERRIL LYNCH1 year Filed as: MERRIL LYNCH PIERCE FENNER & SMITH Service code 52 | Indirect Investment Fees | $27,526 |
PALMARELLA & RAAB, PC1 year Service code 29 · EIN 23-2760040 | Legal | $728 |
ADP BROKER-DEALER9+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,400 | $40,385+5.0% | $80,569-47.4% | $74,419-43.0% |
| Participation rate | 41.4% | 47.4%-6.0pp | 67.0%-25.6pp | 70.7%-29.3pp |
| Annual return | 26.74% | 164.85%-138.1pp | 935.43%-908.7pp | 34.38%-7.6pp |
| Employer contribution / active EE | $1,193 | $1,496-20.2% | $2,723-56.2% | $2,637-54.7% |
| Participant deferral / active EE | $5,173 | $2,674+93.5% | $4,447+16.3% | $4,528+14.3% |
| Admin fee / account holder | $179 | $720-75.1% | $5,377-96.7% | $348-48.4% |