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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,279 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,692 | $30,555+134.6% | $80,716-11.2% | $86,799-17.4% |
| Participation rate | 100.0% | 37.2%+62.8pp | 54.2%+45.8pp | 72.3%+27.7pp |
| Annual return | 26.88% | 30.35%-3.5pp | 87.28%-60.4pp | 97.91%-71.0pp |
| Employer contribution / active EE | $3,511 | $472+643.6% | $1,160+202.7% | $2,405+46.0% |
| Participant deferral / active EE | $4,446 | $1,050+323.6% | $2,146+107.2% | $4,131+7.6% |
| Admin fee / account holder | $12 | $135-91.2% | $3,380-99.6% | $170-93.0% |