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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,130 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,864 | $30,086+82.4% | $61,373-10.6% | $64,808-15.3% |
| Participation rate | 100.0% | 36.4%+63.6pp | 52.6%+47.4pp | 71.5%+28.5pp |
| Annual return | -15.43% | -13.99%-1.4pp | 338.61%-354.0pp | 32.82%-48.2pp |
| Employer contribution / active EE | $5,602 | $536+944.7% | $1,159+383.2% | $2,506+123.6% |
| Participant deferral / active EE | $7,050 | $1,126+526.3% | $2,125+231.8% | $4,310+63.6% |
| Admin fee / account holder | $14 | $148-90.6% | $2,130-99.3% | $188-92.6% |