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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,950 |
EQUITY SERVICES INC5 years Service code 15 · EIN 03-0221141 | Recordkeeping | $22,327 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,251 | $60,989-12.7% | $60,874-12.5% | $66,914-20.4% |
| Participation rate | 98.3% | 74.5%+23.9pp | 73.1%+25.2pp | 69.8%+28.5pp |
| Annual return | -14.91% | -9.60%-5.3pp | 16.90%-31.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,536 | $2,661-42.3% | $2,701-43.1% | $2,544-39.6% |
| Participant deferral / active EE | $8,549 | $3,615+136.5% | $3,817+124.0% | $4,237+101.8% |
| Admin fee / account holder | $289 | $338-14.6% | $3,224-91.0% | $593-51.3% |