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.
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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $100,448 |
Service code 15 · EIN 13-3281740 | Recordkeeping | $28,837 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $83,661 | $69,305+20.7% | $82,313+1.6% | $69,631+20.1% |
| Participation rate | 83.6% | 80.3%+3.3pp | 76.9%+6.7pp | 70.7%+12.9pp |
| Annual return | 144.57% | 21.47%+123.1pp | 25.88%+118.7pp | 27571.02%-27426.5pp |
| Employer contribution / active EE | $2,598 | $1,887+37.7% | $2,428+7.0% | $2,032+27.9% |
| Participant deferral / active EE | $6,019 | $3,568+68.7% | $3,706+62.4% | $3,224+86.7% |
| Admin fee / account holder | $133 | $97+37.0% | $5,608-97.6% | $110+20.6% |