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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,744 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,728 | $50,820-25.8% | $155,567-75.7% | $77,671-51.4% |
| Participation rate | 92.1% | 63.1%+29.0pp | 78.2%+13.9pp | 70.6%+21.5pp |
| Annual return | 14.09% | 34.85%-20.8pp | 64.74%-50.6pp | 31.21%-17.1pp |
| Employer contribution / active EE | $2,238 | $1,993+12.3% | $4,674-52.1% | $2,726-17.9% |
| Participant deferral / active EE | $4,821 | $2,823+70.8% | $5,628-14.3% | $4,648+3.7% |
| Admin fee / account holder | $44 | $436-90.0% | $15,916-99.7% | $430-89.8% |