Filed October 18, 2004
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-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,585 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
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 | $45,032 | $48,277-6.7% | $63,517-29.1% | $55,191-18.4% |
| Participation rate | 71.7% | 69.4%+2.3pp | 71.0%+0.7pp | 69.2%+2.5pp |
| Annual return | 0.35% | 2.37%-2.0pp | -70.30%+70.6pp | 10.78%-10.4pp |
| Employer contribution / active EE | $1,686 | $1,592+5.9% | $2,322-27.4% | $1,899-11.2% |
| Participant deferral / active EE | $2,861 | $2,432+17.6% | $2,953-3.1% | $3,046-6.1% |
| Admin fee / account holder | $15 | $86-83.0% | $5,892-99.8% | $91-83.9% |