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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $45,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,593 | $102,553-45.8% | $151,611-63.3% | $66,914-16.9% |
| Participation rate | 98.8% | 85.5%+13.3pp | 87.5%+11.3pp | 69.8%+29.0pp |
| Annual return | -14.03% | -10.82%-3.2pp | 3.33%-17.4pp | 1.58%-15.6pp |
| Employer contribution / active EE | $2,133 | $4,180-49.0% | $6,166-65.4% | $2,544-16.2% |
| Participant deferral / active EE | $5,393 | $6,641-18.8% | $8,363-35.5% | $4,237+27.3% |
| Admin fee / account holder | $195 | $630-69.1% | $11,616-98.3% | $593-67.2% |