Filed January 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 10-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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,486 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE ADVISORS, LLC Service code 49 100 MADISON STREET, ATTN BD · SYRACUSE, NY 13202 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,572 | $54,517-21.9% | $75,972-44.0% | $74,495-42.9% |
| Participation rate | 69.4% | 60.3%+9.1pp | 69.1%+0.4pp | 67.2%+2.2pp |
| Annual return | 11.51% | 31.82%-20.3pp | 359.55%-348.0pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $0 | $1,777-100.0% | $2,685-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,999 | $3,066+63.1% | $4,255+17.5% | $4,346+15.0% |
| Admin fee / account holder | $38 | $2,229-98.3% | $6,467-99.4% | $1,942-98.0% |