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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,381 |
ADP BROKER-DEALER6+ 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 | $60,523 | $35,986+68.2% | $77,482-21.9% | $73,488-17.6% |
| Participation rate | 99.5% | 40.8%+58.7pp | 54.2%+45.3pp | 70.7%+28.8pp |
| Annual return | 16.54% | 19.26%-2.7pp | 54.79%-38.2pp | 28.51%-12.0pp |
| Employer contribution / active EE | $3,725 | $557+568.3% | $986+277.7% | $2,270+64.1% |
| Participant deferral / active EE | $4,495 | $1,198+275.4% | $1,861+141.5% | $3,740+20.2% |
| Admin fee / account holder | $16 | $466-96.6% | $2,858-99.4% | $513-96.9% |