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-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,735 |
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 | $31,683 | $56,423-43.8% | $77,163-58.9% | $71,457-55.7% |
| Participation rate | 98.6% | 64.3%+34.2pp | 69.6%+29.0pp | 67.9%+30.6pp |
| Annual return | 16.45% | 19.05%-2.6pp | 37.87%-21.4pp | 28.85%-12.4pp |
| Employer contribution / active EE | $2,304 | $1,866+23.5% | $2,535-9.1% | $2,588-11.0% |
| Participant deferral / active EE | $3,933 | $3,142+25.2% | $3,833+2.6% | $4,289-8.3% |
| Admin fee / account holder | $30 | $1,429-97.9% | $5,472-99.5% | $1,587-98.1% |