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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $55,133 |
Service code 15 · EIN 82-1434504 | Recordkeeping | $6,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,369 | $42,886+85.1% | $88,946-10.8% | $85,563-7.2% |
| Participation rate | 96.9% | 37.9%+59.0pp | 68.8%+28.1pp | 66.0%+31.0pp |
| Annual return | 15.95% | 44.56%-28.6pp | 57.82%-41.9pp | 31.51%-15.6pp |
| Employer contribution / active EE | $1,992 | $1,147+73.6% | $2,555-22.0% | $2,654-24.9% |
| Participant deferral / active EE | $5,371 | $2,108+154.8% | $4,581+17.2% | $4,375+22.8% |
| Admin fee / account holder | $95 | $2,263-95.8% | $8,261-98.9% | $834-88.6% |