Filed October 20, 2004
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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,891 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,741 | $23,224+62.5% | $71,086-46.9% | $55,725-32.3% |
| Participation rate | 100.0% | 37.9%+62.1pp | 54.7%+45.3pp | 70.9%+29.1pp |
| Annual return | -5.76% | -2.87%-2.9pp | 650.59%-656.4pp | 244.93%-250.7pp |
| Employer contribution / active EE | $3,016 | $436+591.4% | $1,088+177.3% | $2,078+45.1% |
| Participant deferral / active EE | $3,441 | $929+270.3% | $1,874+83.6% | $3,356+2.5% |
| Admin fee / account holder | $11 | $118-90.4% | $3,082-99.6% | $115-90.2% |