Filed March 20, 2014 (most recent of 2 filings on file)
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 8-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $58,553 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,940 | $41,647+79.9% | $96,139-22.1% | $86,799-13.7% |
| Participation rate | 97.0% | 50.2%+46.7pp | 68.4%+28.5pp | 72.3%+24.7pp |
| Annual return | 12.89% | 27.24%-14.4pp | 191.94%-179.1pp | 97.91%-85.0pp |
| Employer contribution / active EE | $1,613 | $1,318+22.4% | $2,797-42.3% | $2,405-32.9% |
| Participant deferral / active EE | $4,294 | $2,412+78.0% | $4,349-1.3% | $4,131+3.9% |
| Admin fee / account holder | $92 | $169-45.8% | $5,537-98.3% | $170-45.8% |