Filed August 7, 2013 (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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,885 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,081 | $71,516-42.6% | $98,439-58.3% | $71,457-42.5% |
| Participation rate | 86.9% | 72.7%+14.2pp | 75.2%+11.7pp | 67.9%+19.0pp |
| Annual return | 16.38% | 32.41%-16.0pp | 21.16%-4.8pp | 28.85%-12.5pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,048-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,046 | $4,109-1.5% | $4,738-14.6% | $4,289-5.7% |
| Admin fee / account holder | $32 | $1,675-98.1% | $8,948-99.6% | $1,587-98.0% |