Filed November 27, 2012 (most recent of 4 filings on file)
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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $41,566 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $54,756 | $55,790-1.9% | $76,817-28.7% | $67,579-19.0% |
| Participation rate | 86.4% | 71.1%+15.3pp | 72.1%+14.4pp | 71.3%+15.2pp |
| Annual return | 32.92% | 64.45%-31.5pp | 1166.11%-1133.2pp | 378.56%-345.6pp |
| Employer contribution / active EE | $1,129 | $1,810-37.6% | $2,302-51.0% | $2,148-47.4% |
| Participant deferral / active EE | $4,108 | $2,875+42.9% | $3,336+23.2% | $3,539+16.1% |
| Admin fee / account holder | $100 | $159-37.4% | $6,420-98.4% | $142-29.9% |