Filed July 14, 2006
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 |
|---|---|---|
Service code 15 · EIN 39-2018056 | Recordkeeping | $42,023 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,150 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,255 | $45,031+142.6% | $85,009+28.5% | $77,671+40.7% |
| Participation rate | 97.8% | 48.7%+49.1pp | 67.5%+30.3pp | 70.6%+27.2pp |
| Annual return | 13.57% | 79.22%-65.6pp | 66.47%-52.9pp | 31.21%-17.6pp |
| Employer contribution / active EE | $3,479 | $1,609+116.2% | $2,728+27.5% | $2,726+27.6% |
| Participant deferral / active EE | $10,013 | $2,807+256.7% | $4,522+121.5% | $4,648+115.4% |
| Admin fee / account holder | $197 | $912-78.4% | $6,153-96.8% | $430-54.3% |