Filed October 11, 2014
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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $64,725 |
ADP BROKER-DEALER3 years Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,143 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 49 | Other Services | $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 | $71,964 | $104,317-31.0% | $159,436-54.9% | $86,799-17.1% |
| Participation rate | 88.9% | 77.7%+11.2pp | 82.8%+6.1pp | 72.3%+16.6pp |
| Annual return | 15.92% | 26.32%-10.4pp | 263.57%-247.6pp | 97.91%-82.0pp |
| Employer contribution / active EE | $984 | $3,451-71.5% | $4,829-79.6% | $2,405-59.1% |
| Participant deferral / active EE | $5,270 | $6,837-22.9% | $7,352-28.3% | $4,131+27.6% |
| Admin fee / account holder | $121 | $172-29.8% | $10,799-98.9% | $170-28.7% |