Filed October 18, 2004 (most recent of 2 filings on file)
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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,233 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,208 | $54,392-16.9% | $84,750-46.7% | $63,975-29.3% |
| Participation rate | 95.9% | 76.9%+19.1pp | 76.6%+19.4pp | 71.1%+24.8pp |
| Annual return | 11.08% | 611.38%-600.3pp | 22.78%-11.7pp | 48.65%-37.6pp |
| Employer contribution / active EE | $1,272 | $2,943-56.8% | $3,574-64.4% | $2,182-41.7% |
| Participant deferral / active EE | $5,094 | $2,593+96.5% | $3,712+37.3% | $3,356+51.8% |
| Admin fee / account holder | $8 | $136-94.1% | $5,332-99.9% | $70-88.7% |