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-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,955 |
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 | $27,995 | $50,199-44.2% | $70,092-60.1% | $66,914-58.2% |
| Participation rate | 96.2% | 66.3%+29.8pp | 70.5%+25.7pp | 69.8%+26.4pp |
| Annual return | -17.31% | -13.85%-3.5pp | 190.73%-208.0pp | 1.58%-18.9pp |
| Employer contribution / active EE | $2,250 | $1,864+20.7% | $2,559-12.1% | $2,544-11.6% |
| Participant deferral / active EE | $3,654 | $3,112+17.4% | $3,849-5.1% | $4,237-13.8% |
| Admin fee / account holder | $30 | $600-94.9% | $6,267-99.5% | $593-94.9% |