Filed June 23, 2015
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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $50,154 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,227 | $50,982-17.2% | $154,803-72.7% | $85,563-50.6% |
| Participation rate | 93.5% | 59.8%+33.7pp | 78.1%+15.4pp | 66.0%+27.5pp |
| Annual return | 20.53% | 30.35%-9.8pp | 58.88%-38.3pp | 31.51%-11.0pp |
| Employer contribution / active EE | $2,203 | $1,708+28.9% | $4,305-48.8% | $2,654-17.0% |
| Participant deferral / active EE | $4,669 | $2,474+88.7% | $5,540-15.7% | $4,375+6.7% |
| Admin fee / account holder | $53 | $846-93.7% | $14,329-99.6% | $834-93.6% |