Filed June 22, 2010
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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,755 |
CADARET GRANT & CO INC1 year Service code 15 · EIN 22-2361254 | Recordkeeping | $11,640 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,093 | $72,607-59.9% | $90,749-67.9% | $66,914-56.5% |
| Participation rate | 44.2% | 73.7%-29.4pp | 75.7%-31.4pp | 69.8%-25.6pp |
| Annual return | -15.61% | -12.28%-3.3pp | -12.16%-3.4pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,145 | $2,369-51.7% | $2,921-60.8% | $2,544-55.0% |
| Participant deferral / active EE | $2,951 | $3,977-25.8% | $4,564-35.3% | $4,237-30.3% |
| Admin fee / account holder | $303 | $707-57.1% | $8,445-96.4% | $593-48.9% |