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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,756 |
ADP BROKER-DEALER5+ 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 | $49,394 | $25,302+95.2% | $74,701-33.9% | $67,579-26.9% |
| Participation rate | 98.8% | 37.8%+61.0pp | 54.5%+44.4pp | 71.3%+27.6pp |
| Annual return | 23.59% | 10291.17%-10267.6pp | 752.92%-729.3pp | 378.56%-355.0pp |
| Employer contribution / active EE | $3,149 | $446+605.4% | $1,084+190.6% | $2,148+46.6% |
| Participant deferral / active EE | $3,887 | $954+307.5% | $1,964+98.0% | $3,539+9.8% |
| Admin fee / account holder | $16 | $108-85.4% | $3,333-99.5% | $142-88.9% |