Filed June 14, 2017
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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,734 |
ALPHAPOINT, INC.8 years Service code 15 · EIN 14-1884337 | Recordkeeping | $8,305 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,421 | $66,457-33.2% | $81,382-45.4% | $77,643-42.8% |
| Participation rate | 92.5% | 68.7%+23.8pp | 69.5%+23.0pp | 70.6%+21.9pp |
| Annual return | 15.52% | 15.93%-0.4pp | 24.73%-9.2pp | 31.24%-15.7pp |
| Employer contribution / active EE | $1,204 | $2,159-44.3% | $2,463-51.1% | $2,726-55.8% |
| Participant deferral / active EE | $4,158 | $3,679+13.0% | $3,883+7.1% | $4,647-10.5% |
| Admin fee / account holder | $117 | $583-79.9% | $5,768-98.0% | $430-72.9% |