Filed July 19, 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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,116 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,619 | $46,292-77.1% | $143,757-92.6% | $64,808-83.6% |
| Participation rate | 90.1% | 64.2%+25.9pp | 80.3%+9.8pp | 71.5%+18.6pp |
| Annual return | -6.09% | -10.05%+4.0pp | -0.04%-6.0pp | 32.82%-38.9pp |
| Employer contribution / active EE | $852 | $1,910-55.4% | $4,951-82.8% | $2,506-66.0% |
| Participant deferral / active EE | $3,150 | $2,646+19.1% | $5,637-44.1% | $4,310-26.9% |
| Admin fee / account holder | $52 | $154-66.0% | $14,673-99.6% | $188-72.2% |