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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,580 |
EQUITY SERVICES INC7 years Service code 15 · EIN 03-0221141 | Recordkeeping | $25,933 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,289 | $69,763-10.7% | $67,502-7.7% | $74,495-16.4% |
| Participation rate | 99.0% | 71.4%+27.6pp | 72.9%+26.1pp | 67.2%+31.8pp |
| Annual return | 16.76% | -40.34%+57.1pp | 3512.12%-3495.4pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $1,895 | $2,704-29.9% | $2,731-30.6% | $2,623-27.7% |
| Participant deferral / active EE | $10,986 | $3,636+202.2% | $4,000+174.7% | $4,346+152.8% |
| Admin fee / account holder | $338 | $896-62.2% | $3,998-91.5% | $1,942-82.6% |