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 | $65,642 |
ADP BROKER-DEALER4 years Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,682 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 49 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,142 | $82,202-26.8% | $125,339-52.0% | $64,808-7.2% |
| Participation rate | 93.2% | 77.9%+15.4pp | 82.4%+10.9pp | 71.5%+21.8pp |
| Annual return | -15.29% | 3.48%-18.8pp | 572.05%-587.3pp | 32.82%-48.1pp |
| Employer contribution / active EE | $2,474 | $3,615-31.6% | $4,814-48.6% | $2,506-1.3% |
| Participant deferral / active EE | $6,722 | $7,175-6.3% | $7,446-9.7% | $4,310+55.9% |
| Admin fee / account holder | $118 | $163-27.6% | $10,010-98.8% | $188-37.1% |