Filed December 11, 2012
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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $23,039 |
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 | $37,162 | $79,523-53.3% | $140,016-73.5% | $56,287-34.0% |
| Participation rate | 98.6% | 85.7%+12.9pp | 87.5%+11.1pp | 69.9%+28.8pp |
| Annual return | -5.90% | 2.39%-8.3pp | 651.12%-657.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,754 | $3,350-47.6% | $5,606-68.7% | $2,111-16.9% |
| Participant deferral / active EE | $4,123 | $5,129-19.6% | $6,927-40.5% | $3,350+23.1% |
| Admin fee / account holder | $118 | $614-80.7% | $10,705-98.9% | $521-77.3% |