Filed September 21, 1992
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 5-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 | $6,874 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,909 | $59,584-53.2% | $86,874-67.9% | $79,386-64.8% |
| Participation rate | 99.0% | 67.7%+31.4pp | 71.6%+27.4pp | 70.7%+28.3pp |
| Annual return | 11.20% | 23.15%-12.0pp | 63.52%-52.3pp | 116.85%-105.7pp |
| Employer contribution / active EE | $2,144 | $1,768+21.3% | $2,495-14.1% | $2,427-11.7% |
| Participant deferral / active EE | $3,412 | $3,036+12.4% | $3,699-7.8% | $4,046-15.7% |
| Admin fee / account holder | $22 | $604-96.4% | $5,828-99.6% | $626-96.5% |