Filed December 5, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $73,475 |
GGF, LLP5 years Service code 15 · EIN 20-8097596 | Recordkeeping | $18,890 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,051 | $79,184+47.8% | $102,438+14.3% | $74,546+57.0% |
| Participation rate | 90.9% | 74.8%+16.2pp | 76.5%+14.5pp | 67.2%+23.7pp |
| Annual return | 13.05% | 54.95%-41.9pp | 29.37%-16.3pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $3,711 | $2,362+57.1% | $3,024+22.7% | $2,624+41.4% |
| Participant deferral / active EE | $10,906 | $4,414+147.1% | $5,054+115.8% | $4,347+150.9% |
| Admin fee / account holder | $143 | $2,001-92.9% | $9,448-98.5% | $1,944-92.7% |