Filed February 25, 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 |
|---|---|---|
WILLIAM BLAIR3+ years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $68,193 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,382 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,113 | $69,305-46.4% | $82,313-54.9% | $69,631-46.7% |
| Participation rate | 92.8% | 80.3%+12.5pp | 76.9%+15.9pp | 70.7%+22.1pp |
| Annual return | 14.67% | 21.47%-6.8pp | 25.88%-11.2pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,463 | $3,568-31.0% | $3,706-33.5% | $3,224-23.6% |
| Admin fee / account holder | $107 | $97+10.4% | $5,608-98.1% | $110-2.8% |