Filed June 10, 2008
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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $26,752 |
EQUITY SERVICES INC2 years Service code 15 · EIN 03-0221141 | Recordkeeping | $20,389 |
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 | $44,897 | $60,795-26.2% | $69,455-35.4% | $65,185-31.1% |
| Participation rate | 90.6% | 74.9%+15.7pp | 74.6%+16.0pp | 70.2%+20.4pp |
| Annual return | 5.70% | 17.46%-11.8pp | 28.97%-23.3pp | 29.38%-23.7pp |
| Employer contribution / active EE | $1,730 | $2,452-29.5% | $2,779-37.8% | $2,177-20.5% |
| Participant deferral / active EE | $5,673 | $3,162+79.4% | $3,535+60.5% | $3,514+61.4% |
| Admin fee / account holder | $278 | $314-11.4% | $3,839-92.8% | $847-67.2% |