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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $34,122 |
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 | $47,943 | $98,982-51.6% | $162,163-70.4% | $65,185-26.5% |
| Participation rate | 98.7% | 85.8%+13.0pp | 87.6%+11.2pp | 70.2%+28.5pp |
| Annual return | 21.99% | 24.84%-2.8pp | 115.59%-93.6pp | 29.38%-7.4pp |
| Employer contribution / active EE | $1,819 | $3,467-47.5% | $5,614-67.6% | $2,177-16.4% |
| Participant deferral / active EE | $4,272 | $5,384-20.7% | $7,298-41.5% | $3,514+21.6% |
| Admin fee / account holder | $175 | $596-70.6% | $10,843-98.4% | $847-79.3% |