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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $58,685 |
FREED MAXICK CPAS PC1 year Service code 15 · EIN 45-4051133 | Recordkeeping | $6,560 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,015 | $40,385+75.8% | $80,569-11.9% | $74,419-4.6% |
| Participation rate | 98.0% | 47.4%+50.6pp | 67.0%+31.1pp | 70.7%+27.3pp |
| Annual return | 17.06% | 164.85%-147.8pp | 935.43%-918.4pp | 34.38%-17.3pp |
| Employer contribution / active EE | $1,980 | $1,496+32.4% | $2,723-27.3% | $2,637-24.9% |
| Participant deferral / active EE | $5,214 | $2,674+95.0% | $4,447+17.2% | $4,528+15.1% |
| Admin fee / account holder | $100 | $720-86.2% | $5,377-98.1% | $348-71.4% |