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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,799 |
ADP BROKER-DEALER9+ 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 | $57,892 | $26,114+121.7% | $58,482-1.0% | $74,419-22.2% |
| Participation rate | 100.0% | 32.1%+67.9pp | 50.9%+49.1pp | 70.7%+29.3pp |
| Annual return | 17.22% | 32.51%-15.3pp | 4239.32%-4222.1pp | 34.38%-17.2pp |
| Employer contribution / active EE | $5,656 | $536+956.1% | $1,053+437.0% | $2,637+114.4% |
| Participant deferral / active EE | $6,953 | $1,075+547.0% | $1,924+261.4% | $4,528+53.5% |
| Admin fee / account holder | $13 | $649-98.0% | $2,516-99.5% | $348-96.3% |