Filed March 17, 2016 (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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,118 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,219 | $71,142-75.8% | $119,609-85.6% | $64,808-73.4% |
| Participation rate | 85.8% | 78.6%+7.2pp | 79.3%+6.5pp | 71.5%+14.3pp |
| Annual return | -15.94% | -10.01%-5.9pp | -14.97%-1.0pp | 32.82%-48.8pp |
| Employer contribution / active EE | $710 | $2,497-71.6% | $4,232-83.2% | $2,506-71.7% |
| Participant deferral / active EE | $2,969 | $4,490-33.9% | $5,602-47.0% | $4,310-31.1% |
| Admin fee / account holder | $134 | $162-17.2% | $10,323-98.7% | $188-28.5% |