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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $44,027 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,346 | $130,194-56.0% | $169,993-66.3% | $71,457-19.7% |
| Participation rate | 97.7% | 86.1%+11.6pp | 87.0%+10.7pp | 67.9%+29.8pp |
| Annual return | 17.73% | 20.37%-2.6pp | 53.37%-35.6pp | 28.85%-11.1pp |
| Employer contribution / active EE | $2,678 | $4,381-38.9% | $6,785-60.5% | $2,588+3.5% |
| Participant deferral / active EE | $5,314 | $6,923-23.2% | $10,408-48.9% | $4,289+23.9% |
| Admin fee / account holder | $187 | $966-80.7% | $12,815-98.5% | $1,587-88.2% |