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 |
|---|---|---|
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 15 · EIN 82-1301701 | Recordkeeping | $105,568 |
Filed as: ALERA GROUP, INC. Service code 15 · EIN 81-4473358 | Recordkeeping | $56,143 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,788 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,597 | $98,727-19.4% | $113,168-29.7% | $85,563-7.0% |
| Participation rate | 95.4% | 80.8%+14.5pp | 76.6%+18.8pp | 66.0%+29.4pp |
| Annual return | 8.29% | 17.43%-9.1pp | 24.27%-16.0pp | 31.51%-23.2pp |
| Employer contribution / active EE | $2,721 | $2,907-6.4% | $2,975-8.5% | $2,654+2.5% |
| Participant deferral / active EE | $5,327 | $5,424-1.8% | $5,107+4.3% | $4,375+21.8% |
| Admin fee / account holder | $231 | $357-35.2% | $12,068-98.1% | $834-72.3% |