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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,566 |
ADP BROKER-DEALER10+ 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 | $55,062 | $78,485-29.8% | $106,213-48.2% | $74,495-26.1% |
| Participation rate | 91.3% | 72.8%+18.5pp | 75.3%+16.0pp | 67.2%+24.1pp |
| Annual return | 49.63% | 15.95%+33.7pp | 116.14%-66.5pp | 1364.94%-1315.3pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,171-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,383 | $4,322+1.4% | $5,016-12.6% | $4,346+0.9% |
| Admin fee / account holder | $43 | $2,232-98.1% | $11,033-99.6% | $1,942-97.8% |