Filed October 19, 2006
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-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,392 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,818 | $43,504-61.3% | $68,793-75.6% | $56,287-70.1% |
| Participation rate | 61.8% | 67.8%-6.0pp | 72.2%-10.4pp | 69.9%-8.0pp |
| Annual return | 0.00% | -3.15%+3.1pp | -4.63%+4.6pp | -9.96%+10.0pp |
| Employer contribution / active EE | $535 | $1,525-64.9% | $2,625-79.6% | $2,111-74.7% |
| Participant deferral / active EE | $696 | $2,509-72.2% | $3,311-79.0% | $3,350-79.2% |
| Admin fee / account holder | $122 | $515-76.3% | $5,131-97.6% | $521-76.6% |