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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,745 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,769 | $47,126-75.0% | $149,673-92.1% | $74,419-84.2% |
| Participation rate | 86.8% | 63.4%+23.4pp | 78.8%+8.1pp | 70.7%+16.1pp |
| Annual return | 4.06% | 22.75%-18.7pp | 134.42%-130.4pp | 34.38%-30.3pp |
| Employer contribution / active EE | $784 | $1,905-58.8% | $4,818-83.7% | $2,637-70.3% |
| Participant deferral / active EE | $2,333 | $2,728-14.5% | $5,680-58.9% | $4,528-48.5% |
| Admin fee / account holder | $55 | $343-83.9% | $13,210-99.6% | $348-84.1% |