Filed June 28, 2006
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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $129,481 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,098 | $79,519-11.8% | $95,952-26.9% | $73,409-4.5% |
| Participation rate | 98.6% | 81.2%+17.4pp | 77.1%+21.5pp | 72.2%+26.4pp |
| Annual return | 10.65% | 19.20%-8.5pp | 91.61%-81.0pp | 59.29%-48.6pp |
| Employer contribution / active EE | $1,804 | $2,048-11.9% | $2,541-29.0% | $2,234-19.2% |
| Participant deferral / active EE | $4,270 | $4,138+3.2% | $4,167+2.5% | $3,805+12.2% |
| Admin fee / account holder | $153 | $184-16.9% | $6,795-97.7% | $158-3.0% |