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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $46,484 |
ADP BROKER-DEALER11+ 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 | $14,640 | $50,982-71.3% | $154,803-90.5% | $85,563-82.9% |
| Participation rate | 86.2% | 59.8%+26.4pp | 78.1%+8.2pp | 66.0%+20.3pp |
| Annual return | 7.21% | 30.35%-23.1pp | 58.88%-51.7pp | 31.51%-24.3pp |
| Employer contribution / active EE | $785 | $1,708-54.0% | $4,305-81.8% | $2,654-70.4% |
| Participant deferral / active EE | $2,496 | $2,474+0.9% | $5,540-54.9% | $4,375-42.9% |
| Admin fee / account holder | $82 | $846-90.3% | $14,329-99.4% | $834-90.2% |