Filed March 27, 2011
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 52 · EIN 13-5674085 | Indirect Investment Fees | $79,545 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,942 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | 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 | $43,642 | $74,024-41.0% | $77,999-44.0% | $57,658-24.3% |
| Participation rate | 92.9% | 79.7%+13.2pp | 75.5%+17.4pp | 70.2%+22.7pp |
| Annual return | 186.66% | 12.14%+174.5pp | 425.96%-239.3pp | 5.13%+181.5pp |
| Employer contribution / active EE | $885 | $2,365-62.6% | $2,470-64.2% | $1,974-55.2% |
| Participant deferral / active EE | $2,525 | $3,533-28.5% | $3,497-27.8% | $3,061-17.5% |
| Admin fee / account holder | $14 | $93-85.0% | $5,480-99.7% | $95-85.2% |